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 9-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 |
|---|---|---|
SECURE ASSET MANAGEMENT3 years Service code 27 · EIN 14-1996228 2565 W MAPLE RD · TROY, MI 48084 | Advisory (Plan) | $39,840 |
Filed as: CBIZ Service code 15 345 DIVERSION ST · ROCHESTER, MA 48307 | Recordkeeping | $27,037 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST 12 MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $21,983 |
Filed as: WRUBEL, WESLEY & COMPANY Service code 10 100 E BIG BEAVER ROAD · TROY, MI 48083 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,118 | $89,436-7.1% | $164,813-49.6% | $77,643+7.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 13.35% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,830 | $2,569-28.8% | $4,341-57.8% | $2,726-32.9% |
| Participant deferral / active EE | $967 | $4,897-80.3% | $6,031-84.0% | $4,647-79.2% |
| Admin fee / account holder | $307 | $339-9.6% | $12,690-97.6% | $430-28.7% |