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 FUNDS5 years Service code 15 · EIN 95-2566717 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $31,311 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 86-0206507 12711 N. MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $23,605 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 888 W BIG BEAVER, STE 600 · TROY, MI 48084 | Legal | $21,201 |
Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $15,613 |
BULTYNCK & CO., P.L.L.C.6 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $7,750 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $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 | $44,614 | $106,236-58.0% | $112,228-60.2% | $64,808-31.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.20% | -6.02%-11.2pp | 27.45%-44.6pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,886 | $3,785+29.1% | $4,728+3.3% | $4,310+13.3% |
| Admin fee / account holder | $180 | $452-60.3% | $6,410-97.2% | $188-4.4% |