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 |
|---|---|---|
THOMAS D LUCZAK, PLLC2 years Filed as: LAW OFFICE OF THOMAS D LUCZAK PLLC Service code 29 · EIN 87-3430280 | Legal | $153,566 |
ADP BROKER-DEALER8+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $72,425 |
RBC WEALTH MANAGEMENT5 years Service code 27 38505 WOODWARD, STE 150 · BLOOMFIELD HILLS, MI 483049904 | Advisory (Plan) | $69,972 |
ANN ARBOR BENEFIT ADMINISTRATORS8+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $49,713 |
POLK AND ASSOCIATES, P.L.C.7 years Service code 10 · EIN 38-3388760 | Accounting | $23,750 |
Filed as: DYNAMIC EDGE Service code 15 1145 OAK VALLEY DR · ANN ARBOR, MI 48108 | Recordkeeping | $7,432 |
ULLICO1 year Filed as: ULLICO/MARKEL Service code 22 · EIN 13-2988846 | Insurance Broker | $6,780 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,818 | $88,480-5.3% | $96,683-13.3% | $80,160+4.6% |
| Participation rate | 96.1% | 79.9%+16.3pp | 74.3%+21.8pp | 72.9%+23.2pp |
| Annual return | 0.12% | 22.53%-22.4pp | 35.69%-35.6pp | 40.38%-40.3pp |
| Employer contribution / active EE | $3,440 | $4,176-17.6% | $3,737-7.9% | $2,978+15.5% |
| Participant deferral / active EE | $1,708 | $3,959-56.8% | $4,878-65.0% | $5,017-65.9% |
| Admin fee / account holder | $315 | $212+48.9% | $6,730-95.3% | $145+117.6% |