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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Other services; Direct payment from t... | $7,317 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,299 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,778 | $88,890-49.6% | $102,423-56.3% | $77,643-42.3% |
| Participation rate | 42.8% | 80.9%-38.1pp | 76.5%-33.7pp | 70.6%-27.8pp |
| Annual return | 21.47% | 24.98%-3.5pp | 29.32%-7.8pp | 31.24%-9.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,601 | $5,145-30.0% | $5,053-28.7% | $4,647-22.5% |
| Admin fee / account holder | $53 | $235-77.6% | $9,451-99.4% | $430-87.8% |