See peer percentile detail with Solo.
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $408,074 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $215,000 |
E CRAIG YOUNG1+ years Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $67,811 |
SARAH PADGETT1+ years Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $45,939 |
CHRISTINA MADERICH1+ years Filed as: CHRISTINA MILLS-TURKALY Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $42,980 |
MCCLAIN SMITH & WENZ PC1+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD 100 · TROY, MI 48085 | Accounting | $36,612 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $28,325 |
Service code 29 1423 E TWELVE MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $28,217 |
MICHELLE OCHOCINSKI1+ years Filed as: MICHELLE KERSTEN Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $25,400 |
SOLXSYS ADMINISTRATIVE SOLUTIONS1+ years Service code 15 56 NEW KING ST · TROY, MI 48098 | Recordkeeping | $22,368 |
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 | $135,013 | $74,831+80.4% | $96,683+39.6% | $103,482+30.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 15.65% | 16.15%-0.5pp | 35.69%-20.0pp | 33.11%-17.5pp |
| Employer contribution / active EE | $5,185 | $3,888+33.4% | $3,737+38.8% | $3,208+61.7% |
| Participant deferral / active EE | $3,216 | $3,896-17.4% | $4,878-34.1% | $5,207-38.2% |
| Admin fee / account holder | $197 | $130+51.6% | $6,730-97.1% | $114+72.8% |