See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC2+ years Filed as: WWK ADVISORS LLC Service code 27 · EIN 27-3022170 126 NORTH CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $51,806 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 20-0937408 717 17TH ST, STE 2400 · DENVER, CO 80202 | Bank Trustee | $15,769 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 2000 TOWN CENTER SUITE 900 · SOUTHFIELD, MI 48075 | Accounting | $6,800 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 6.89% | 16.85%-10.0pp | 5.44%+1.5pp | 11.88%-5.0pp |
| Employer contribution / active EE | $9,259 | $10,313-10.2% | $25,481-63.7% | $14,612-36.6% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |