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 |
|---|---|---|
AMERICAN FUNDS1 year Service code 12 230 SUGARTOWN RD · WAYNE, PA 19087 | Custodial (securities); Recordkeeping... | $18,903 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 2000 TOWN CENTER, ST 2370 · SOUTHFIELD, MI 48075 | Legal | $17,737 |
Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $13,827 |
BULTYNCK & CO., P.L.L.C.2 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $7,500 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $7,500 |
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 | $42,495 | $55,449-23.4% | $83,848-49.3% | $56,287-24.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -4.29% | -1.38%-2.9pp | 850.88%-855.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,068 | $2,935+38.6% | $4,082-0.3% | $3,350+21.4% |
| Admin fee / account holder | $175 | $656-73.3% | $5,478-96.8% | $521-66.4% |