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 |
|---|---|---|
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 2000 TOWN CENTER, ST 2370 · SOUTHFIELD, MI 48075 | Legal | $19,028 |
BULTYNCK & CO., P.L.L.C.1 year Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $7,600 |
Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $6,216 |
CWS FINANCIAL ADVISORS1 year Filed as: CWS FINANCIAL ADVISORS, LLC Service code 16 405 W MICHIGAN AVE SU 110 · KALAMAZOO, MI 49007 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,803 | $60,545-11.1% | $92,233-41.7% | $69,631-22.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 20.32% | 19.71%+0.6pp | 176.28%-156.0pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,122 | $2,828+10.4% | $3,897-19.9% | $3,224-3.1% |
| Admin fee / account holder | $121 | $145-16.4% | $5,194-97.7% | $110+9.6% |