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 |
|---|---|---|
BENEFIT ADVISORS, INC1+ years Service code 10 · EIN 38-3558012 24900 HARPER AVE · ST CLAIR SHORES, MI 48080 | Accounting | $40,603 |
FERGUSON WIDMAYER & CLARK PC1+ years Filed as: FERGUSON WIDMAYER, PC Service code 29 · EIN 38-2995783 538 DIVISION · ANN ARBOR, MI 48104 | Legal | $18,233 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 1300 E NINTH ST STE1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,548 |
BENNETT & ASSOCIATES CPAS PLLC1+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $11,650 |
Filed as: PRUDENTIAL RETIREMENT Service code 15 · EIN 06-1050034 3 GATEWAY CENTER 14TH FLOOR · NEWARK, NJ 071024077 | Recordkeeping | $1,932 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,437 | $54,392-64.3% | $84,750-77.1% | $63,975-69.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.78% | 611.38%-613.2pp | 22.78%-24.6pp | 48.65%-50.4pp |
| Employer contribution / active EE | $661 | $2,943-77.5% | $3,574-81.5% | $2,182-69.7% |
| Participant deferral / active EE | $1,516 | $2,593-41.5% | $3,712-59.2% | $3,356-54.8% |
| Admin fee / account holder | $64 | $136-52.8% | $5,332-98.8% | $70-9.0% |