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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.
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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 |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $12,087 |
TAYLOR & MORGAN ASSET MANAGEMENT5+ years Service code 28 · EIN 27-3223635 | Investment Management | $9,202 |
Filed as: CLARK SCHAEFER HACKETT & CO. Service code 10 · EIN 31-0800053 | Accounting | $6,250 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 15 · EIN 20-0937408 | Recordkeeping | $1,591 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,349 | $49,138-60.6% | $84,015-77.0% | $65,185-70.3% |
| Participation rate | 82.2% | 60.7%+21.4pp | 69.0%+13.2pp | 70.2%+12.0pp |
| Annual return | 22.92% | 23.00%-0.1pp | 71.31%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $548 | $914-40.0% | $1,983-72.4% | $2,177-74.8% |
| Participant deferral / active EE | $558 | $2,397-76.7% | $3,239-82.8% | $3,514-84.1% |
| Admin fee / account holder | $222 | $543-59.1% | $6,101-96.4% | $847-73.7% |