Filed December 17, 2024
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 9-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 |
|---|---|---|
TRI-STAR TRUST BANK1+ years Service code 26 · EIN 36-6841859 1004 N. MICHIGAN AVENUE · SAGINAW, MI 48602 | Advisory (Participants) | $95,312 |
WATKINS ROSS1+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 161 OTTAWA AVENUE, N.W., SUITE 505 · GRAND RAPIDS, MI 495032769 | Actuarial | $7,137 |
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.
Annual investment return 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 | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 1.94% | 5.03%-3.1pp | 18.87%-16.9pp | 7.18%-5.2pp |
| Employer contribution / active EE | $4,477 | $10,273-56.4% | $19,828-77.4% | $13,095-65.8% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |