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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES3 years Service code 18 · EIN 80-0169636 200 W MADISON ST STE 2900 · CHICAGO, IL 60606 | Securities brokerage; Investment mana... | $110,998 |
Filed as: NOVARA LAW GROUP PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $88,362 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN, 610 · CARMEL, IN 460324529 | Actuarial | $85,200 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Service code 17 · EIN 36-4268991 700 EAST BUTTERFIELD RD · LOMBARD, IL 60148 | Pension Consulting | $78,100 |
Filed as: TIC MIDWEST Service code 10 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Accounting | $77,798 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE NICHE LOGISTICS, LP Service code 51 · EIN 85-3831272 | Investment Mgmt Fees | $49,184 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 19 · EIN 91-1042342 1200 SIXTH AVENUE STE 700 · SEATTLE, WA 98101 | Securities Custodian | $46,081 |
SMART SOURCE LLC1 year Filed as: SMART MARKETS FUND, LP Service code 51 · EIN 45-2872141 | Investment Mgmt Fees | $40,357 |
MACQUEEN INSURANCE GROUP3 years Filed as: MACQUEEN AND ASSOCIATES LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 | Insurance Broker | $33,659 |
BULTYNCK & CO., P.L.L.C.8 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $29,850 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.19% | 9.24%+2.0pp | 9.65%+1.5pp | 10.71%+0.5pp |
| Employer contribution / active EE | $21,290 | $14,215+49.8% | $26,259-18.9% | $14,986+42.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |