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 |
|---|---|---|
CHEMICAL BANK1+ years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Trustee (bank, trust company, or simi... | $19,662 |
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 | $21,498 | $46,360-53.6% | $147,614-85.4% | $52,331-58.9% |
| Participation rate | 90.2% | 64.9%+25.2pp | 84.6%+5.5pp | 68.1%+22.0pp |
| Annual return | -1.11% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,467 | $2,126-31.0% | $5,564-73.6% | $1,882-22.0% |
| Participant deferral / active EE | $963 | $2,258-57.4% | $4,895-80.3% | $3,022-68.1% |
| Admin fee / account holder | $127 | $766-83.4% | $11,611-98.9% | $592-78.5% |