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 BANK3+ years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Recordkeeping fees; Named fiduciary; ... | $21,056 |
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 | $25,583 | $55,453-53.9% | $170,442-85.0% | $62,292-58.9% |
| Participation rate | 87.2% | 66.4%+20.8pp | 83.6%+3.6pp | 69.5%+17.7pp |
| Annual return | 20.33% | 21.38%-1.0pp | 205.93%-185.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,523 | $2,164-29.6% | $5,433-72.0% | $2,042-25.4% |
| Participant deferral / active EE | $984 | $2,303-57.3% | $4,939-80.1% | $3,169-68.9% |
| Admin fee / account holder | $144 | $455-68.4% | $13,880-99.0% | $479-70.0% |