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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,091 |
Filed as: BANK OF ANN ARBOR Service code 27 · EIN 38-3252110 | Advisory (Plan) | $20,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,760 | $77,314-38.2% | $177,989-73.2% | $80,856-40.9% |
| Participation rate | 92.8% | 65.7%+27.1pp | 77.1%+15.7pp | 67.6%+25.1pp |
| Annual return | 13.78% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,158 | $2,292-49.5% | $3,949-70.7% | $2,755-58.0% |
| Participant deferral / active EE | $6,744 | $4,411+52.9% | $6,276+7.5% | $4,296+57.0% |
| Admin fee / account holder | $394 | $7,191-94.5% | $10,363-96.2% | $6,918-94.3% |