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 |
|---|---|---|
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $3,992 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $640 |
DAVID ROMANO2+ years Filed as: DAVID M RAGUSE Service code 53 99 MONROE AVE NW STE 700 · GRAND RAPIDS, MI 49503 | Insurance Commissions | $0 |
DENNIS G. JENKINS, CPA,LLC2+ years Filed as: DENNIS M DUVAL Service code 53 15 CAPITAL AVE NE STE 225 · BATTLE CREEK, MI 49017 | Insurance Commissions | $0 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL JOHN EMERY Service code 53 3300 EAGLE RUN DR NE · GRAND RAPIDS, MI 49525 | Insurance Commissions | $0 |
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 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 | $35,264 | $60,165-41.4% | $74,183-52.5% | $55,167-36.1% |
| Participation rate | 84.0% | 74.2%+9.8pp | 76.6%+7.4pp | 69.0%+15.0pp |
| Annual return | 4.38% | 10.00%-5.6pp | 17.74%-13.4pp | 169.23%-164.8pp |
| Employer contribution / active EE | $340 | $1,600-78.8% | $2,370-85.7% | $1,963-82.7% |
| Participant deferral / active EE | $1,891 | $2,973-36.4% | $3,550-46.7% | $3,054-38.1% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |