See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 64 8515 E. ORCHARD RD · GREENWOOD VILIAGE, CO 80111 | Recordkeeping Fees | $182,884 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $48,290 |
Service code 14 · EIN 83-2454243 5600 NEW KING ST, STE 330 · TROY, MI 48098 | Plan Administrator | $28,070 |
TIC INTERNATIONAL CORPORATION8+ years Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Plan Administrator | $17,401 |
MARQUETTE ASSOCIATES3 years Service code 16 · EIN 36-3485298 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Consulting | $15,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $12,515 |
BULTYNCK & CO., P.L.L.C.7 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $12,450 |
MACQUEEN INSURANCE GROUP1 year Filed as: MACQUEEN & ASSOCIATES LLC Service code 23 · EIN 20-0495393 | Insurance services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,175 | $92,971-51.4% | $96,683-53.3% | $74,419-39.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.30% | 37.49%-26.2pp | 35.69%-24.4pp | 34.38%-23.1pp |
| Employer contribution / active EE | $2,967 | $3,426-13.4% | $3,737-20.6% | $2,637+12.5% |
| Participant deferral / active EE | $1,046 | $3,970-73.7% | $4,878-78.6% | $4,528-76.9% |
| Admin fee / account holder | $200 | $633-68.4% | $6,730-97.0% | $348-42.6% |