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 Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 86-0206507 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $40,230 |
AMERICAN FUNDS6 years Service code 15 · EIN 95-2566717 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $33,448 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $31,024 |
Service code 10 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Accounting | $15,987 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,250 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $10,000 |
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 | $50,912 | $92,971-45.2% | $96,683-47.3% | $74,419-31.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.07% | 37.49%-19.4pp | 35.69%-17.6pp | 34.38%-16.3pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,765 | $3,970+45.2% | $4,878+18.2% | $4,528+27.3% |
| Admin fee / account holder | $228 | $633-64.0% | $6,730-96.6% | $348-34.5% |