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 BANK5+ years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Participant communication; Investment... | $25,552 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,540 | $52,953-42.3% | $172,739-82.3% | $65,185-53.1% |
| Participation rate | 82.4% | 66.2%+16.2pp | 82.6%-0.3pp | 70.2%+12.2pp |
| Annual return | 26.07% | 30.12%-4.1pp | 802.84%-776.8pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,423 | $2,190-35.0% | $5,143-72.3% | $2,177-34.6% |
| Participant deferral / active EE | $946 | $2,471-61.7% | $5,198-81.8% | $3,514-73.1% |
| Admin fee / account holder | $164 | $472-65.3% | $13,954-98.8% | $847-80.7% |