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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
BULTYNCK & CO., P.L.L.C.3 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $41,115 |
BULTYNCK ADVISORS, LLC1 year Service code 10 · EIN 99-0888278 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $10,125 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $8,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,951 | $95,880+7.4% | $107,525-4.3% | $85,563+20.3% |
| Participation rate | 99.1% | 70.1%+29.0pp | 75.1%+24.0pp | 66.0%+33.1pp |
| Annual return | 13.60% | 68.06%-54.5pp | 181.32%-167.7pp | 31.51%-17.9pp |
| Employer contribution / active EE | $11,010 | $3,812+188.8% | $3,754+193.3% | $2,654+314.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $738 | $1,025-28.1% | $8,919-91.7% | $834-11.6% |