Filed March 2, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWER WATSON Service code 11 3196 KRAFT AVE SE · GRAND RAPIDS, MI 49512 | Actuarial | $275,014 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANELY Service code 21 1200 MT KEMBLE AVE · MORRISTOWN, NJ 079621903 | Bank Trustee | $79,613 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 15 ONE ADP BLOUVARD · ROSELAND, NJ 07068 | Recordkeeping | $9,448 |
BEENE GARTER LLP2+ years Service code 10 56 GRANDVILLE AVENUE · GRAND RAPIDS, MI 49503 | Accounting | $6,250 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.27% | 45.66%-42.4pp | 5.00%-1.7pp | 11.88%-8.6pp |
| Employer contribution / active EE | $5,514 | $9,637-42.8% | $35,918-84.6% | $14,612-62.3% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |