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 |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $39,396 |
BENNETT & ASSOCIATES CPAS PLLC6+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $14,600 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 15 · EIN 06-1050034 3 GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 07102 | Recordkeeping | $12,584 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC3 years Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $11,109 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,561 | $88,770-66.7% | $109,143-72.9% | $93,030-68.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 31.61% | 60.64%-29.0pp | 25.75%+5.9pp | 158.70%-127.1pp |
| Employer contribution / active EE | $826 | $3,780-78.1% | $3,722-77.8% | $2,706-69.5% |
| Participant deferral / active EE | $2,168 | $3,630-40.3% | $4,653-53.4% | $4,562-52.5% |
| Admin fee / account holder | $61 | $172-64.8% | $6,752-99.1% | $152-60.0% |