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 |
|---|---|---|
BUTZEL LONG1 year Service code 29 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Legal | $74,565 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 PO BOX 307 · SOUTHFIELD, MI 48037 | Accounting | $25,050 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $14,479 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $175,559 | $52,953+231.5% | $172,739+1.6% | $65,185+169.3% |
| Participation rate | 82.9% | 66.2%+16.7pp | 82.6%+0.2pp | 70.2%+12.7pp |
| Annual return | 18.68% | 30.12%-11.4pp | 802.84%-784.2pp | 29.38%-10.7pp |
| Employer contribution / active EE | $7,228 | $2,190+230.1% | $5,143+40.5% | $2,177+232.1% |
| Participant deferral / active EE | $4,968 | $2,471+101.1% | $5,198-4.4% | $3,514+41.4% |
| Admin fee / account holder | $665 | $472+40.9% | $13,954-95.2% | $847-21.5% |