Filed October 8, 2020
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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 55 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Other Commissions | $120,591 |
GWL&A1+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $2,306 |
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 | $73,839 | $68,092+8.4% | $73,307+0.7% | $59,188+24.8% |
| Participation rate | 75.9% | 78.1%-2.2pp | 74.9%+1.0pp | 69.4%+6.5pp |
| Annual return | -1.56% | 5.93%-7.5pp | 5.67%-7.2pp | 5.51%-7.1pp |
| Employer contribution / active EE | $889 | $2,018-56.0% | $3,237-72.6% | $2,098-57.6% |
| Participant deferral / active EE | $6,160 | $5,041+22.2% | $4,991+23.4% | $3,265+88.7% |
| Admin fee / account holder | $111 | $630-82.3% | $5,637-98.0% | $92+20.7% |