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 |
|---|---|---|
E CRAIG YOUNG9 years Service code 30 · EIN 38-6233909 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $52,068 |
DENISE DELHAYE1 year Filed as: DENISE GIPSON Service code 30 · EIN 38-6233909 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $44,498 |
MCCLAIN SMITH & WENZ PC10+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD, 100 · TROY, MI 48084 | Accounting | $39,173 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 MERIDIAN ST,STE 610 · CARMEL, IN 46032 | Actuarial | $23,000 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $20,943 |
Service code 29 1423 E 12 MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $10,407 |
Service code 15 56 NEW KING ST · TROY, MI 48098 | Recordkeeping | $6,893 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $5,000 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.47% | 9.24%+0.2pp | 9.65%-0.2pp | 10.71%-1.2pp |
| Employer contribution / active EE | $9,050 | $14,215-36.3% | $26,259-65.5% | $14,986-39.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |