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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 50 · EIN 38-2438760 37923 W. 12 MILE RD · FARMINGTON HILLS, MI 48331 | Direct Payment | $7,730 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $17,908 | $41,854-57.2% | $73,843-75.7% | $52,331-65.8% |
| Participation rate | 79.1% | 66.2%+12.9pp | 73.4%+5.7pp | 68.1%+11.0pp |
| Annual return | -1.06% | 2.11%-3.2pp | 2267.84%-2268.9pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,137 | $2,498-54.5% | $3,583-68.3% | $3,022-62.4% |
| Admin fee / account holder | $97 | $493-80.4% | $4,880-98.0% | $592-83.6% |