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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC3+ years Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $333,246 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,400 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,369 |
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 | $101,782 | $96,458+5.5% | $136,294-25.3% | $77,958+30.6% |
| Participation rate | 98.0% | 75.4%+22.7pp | 81.9%+16.1pp | 71.6%+26.4pp |
| Annual return | 21.22% | 23.78%-2.6pp | 5155.94%-5134.7pp | 20.87%+0.4pp |
| Employer contribution / active EE | $1,090 | $3,144-65.3% | $4,695-76.8% | $2,310-52.8% |
| Participant deferral / active EE | $7,607 | $5,902+28.9% | $6,247+21.8% | $3,537+115.1% |
| Admin fee / account holder | $204 | $80+153.9% | $9,243-97.8% | $97+109.7% |