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 4-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 |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 28 · EIN 23-2384840 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Investment Management | $179,015 |
MULTI-EMPLOYER BENEFIT PLAN ADMINIS1+ years Service code 13 · EIN 38-2278726 332 LAKE FOREST ROAD · ROCHESTER HILLS, MI 483092234 | Contract Administrator | $98,648 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975124 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $44,702 |
CARNAGHI & SCHWARK, P.L.C.1+ years Service code 10 · EIN 46-1506714 30435 GROESBECK HIGHWAY · ROSEVILLE, MI 48066 | Accounting | $13,025 |
ERLICH & FOLEY, P.C.1+ years Service code 29 · EIN 38-2716842 280 WEST MAPLE ROAD · BIRMINGHAM, MI 480093344 | Legal | $9,600 |
CLARK HILL PLC1+ years Filed as: CLARK HILL, P.L.C. Service code 29 · EIN 38-0425840 500 WOODWARD AVENUE · DETROIT, MI 48226 | Legal | $6,494 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -11.78% | -1.96%-9.8pp | -2.79%-9.0pp | -0.60%-11.2pp |
| Employer contribution / active EE | $3,013 | $11,651-74.1% | $39,327-92.3% | $12,272-75.4% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |