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 INC2+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 55 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Other Commissions | $124,159 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,975 |
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 | $85,572 | $70,106+22.1% | $80,975+5.7% | $63,975+33.8% |
| Participation rate | 77.3% | 79.4%-2.0pp | 75.8%+1.5pp | 71.1%+6.2pp |
| Annual return | 11.71% | 13.93%-2.2pp | 17.10%-5.4pp | 48.65%-36.9pp |
| Employer contribution / active EE | $1,066 | $2,042-47.8% | $3,714-71.3% | $2,182-51.2% |
| Participant deferral / active EE | $6,190 | $5,245+18.0% | $5,696+8.7% | $3,356+84.4% |
| Admin fee / account holder | $48 | $57-16.4% | $5,516-99.1% | $70-32.4% |