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 |
|---|---|---|
WATKINS ROSS8 years Service code 11 · EIN 38-1477362 200 OTTAWA AVE NW, SUITE 600 · GRAND RAPIDS, MI 495032426 | Actuarial | $41,295 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS,INC Service code 27 · EIN 52-1296988 NEWPORT TOWER · JERSEY CITY, NJ 07310 | Advisory (Plan) | $39,561 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 411 W. LAFAYETE · DETROIT, MI 48226 | Securities Custodian | $34,902 |
PPPWU OF NORTH AMERICA2 years Service code 13 · EIN 13-4262783 11420 EAST NINE MILE ROAD · WARREN, MI 48089 | Contract Administrator | $31,188 |
SHINDELROCK3 years Service code 10 · EIN 38-2954392 28100 CABOT DRIVE, SUITE 102 · NOVI, MI 48377 | Accounting | $26,928 |
JAY W. TOWER, ESQ.9 years Service code 29 · EIN 20-1703648 12734 LUDLOW AVENUE · HUNTINGTON WOODS, MI 48070 | Legal | $25,905 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $342,274-100.0% | $342,274-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.9%-43.9pp |
| Annual return | 1.69% | 7.83%-6.1pp | 8.34%-6.6pp | 13.05%-11.4pp |
| Employer contribution / active EE | $3,593 | $35,005-89.7% | $30,799-88.3% | $37,651-90.5% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,946-100.0% |