See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL CA, CA 94903 | Advisory (Plan) | $21,307 |
COPORATION BENEFIT PLANS INC1 year Service code 27 15 CAPITAL AVE NE · BATTLE CREEK, MI 49017 | Advisory (Plan) | $5,735 |
Filed as: THE MICHIGAN PENSION GROUP INC Service code 13 | Contract Administrator | $4,291 |
Filed as: THE MICHIGAN PENSION GROUP, INC Service code 13 15 CAPITAL AVE NE · BATTLE CREEK, MI 49017 | Contract Administrator | $1,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,969 | $87,870-52.2% | $113,168-62.9% | $74,304-43.5% |
| Participation rate | 91.4% | 70.7%+20.7pp | 76.6%+14.9pp | 60.3%+31.1pp |
| Annual return | 14.17% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,506 | $2,277-33.9% | $2,975-49.4% | $2,241-32.8% |
| Participant deferral / active EE | $3,083 | $4,241-27.3% | $5,107-39.6% | $3,767-18.2% |
| Admin fee / account holder | $72 | $3,368-97.9% | $12,068-99.4% | $2,969-97.6% |