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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Other fees; Other services; Direct pa... | $6,992 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,141 |
MORNINGSTAR7 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,530 | $99,078-64.1% | $96,544-63.2% | $74,419-52.3% |
| Participation rate | 40.9% | 80.7%-39.7pp | 76.0%-35.0pp | 70.7%-29.8pp |
| Annual return | 24.27% | 22.48%+1.8pp | 25.84%-1.6pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,976 | $4,933-39.7% | $4,851-38.6% | $4,528-34.3% |
| Admin fee / account holder | $57 | $225-74.7% | $8,252-99.3% | $348-83.6% |