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 |
|---|---|---|
SAGINAW PENSION SERVICES, INC.1+ years Service code 15 · EIN 38-2436967 PO BOX 475 · EVART, MI 49631 | Recordkeeping | $9,083 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,030 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,030 |
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 | $39,890 | $38,925+2.5% | $73,843-46.0% | $55,191-27.7% |
| Participation rate | 99.3% | 66.0%+33.2pp | 73.4%+25.8pp | 69.2%+30.1pp |
| Annual return | 1.20% | 6.31%-5.1pp | 2267.84%-2266.6pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,556 | $1,695+50.8% | $2,787-8.3% | $1,899+34.6% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $24 | $83-70.6% | $4,880-99.5% | $91-73.2% |