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 BANK2+ years Service code 26 · EIN 36-6841859 1004 N. MICHIGAN AVENUE · SAGINAW, MI 48602 | Advisory (Participants) | $143,572 |
WATKINS ROSS2+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 161 OTTAWA AVENUE, N.W., SUITE 505 · GRAND RAPIDS, MI 495032769 | Actuarial | $32,865 |
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 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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 10.16% | 11.50%-1.3pp | 337.46%-327.3pp | 23.90%-13.7pp |
| Employer contribution / active EE | $3,762 | $12,608-70.2% | $20,191-81.4% | $16,539-77.3% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |