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, PLLC3 years Filed as: LAW OFFICE OF THOMAS D LUCZAK PLLC Service code 29 · EIN 87-3430280 | Legal | $201,442 |
RBC WEALTH MANAGEMENT6 years Service code 27 38505 WOODWARD, STE 150 · BLOOMFIELD HILLS, MI 483049904 | Advisory (Plan) | $82,576 |
ADP BROKER-DEALER9+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $77,669 |
ANN ARBOR BENEFIT ADMINISTRATORS9+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $46,327 |
POLK AND ASSOCIATES, P.L.C.8 years Service code 10 · EIN 38-3388760 | Accounting | $31,580 |
ULLICO2 years Filed as: ULLICO/MARKEL Service code 22 · EIN 13-2988846 | Insurance Broker | $10,492 |
ADP BROKER-DEALER9+ 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.)
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 | $93,770 | $241,101-61.1% | $103,333-9.3% | $199,593-53.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 17.18% | 17.80%-0.6pp | 24.88%-7.7pp | 34.25%-17.1pp |
| Employer contribution / active EE | $5,203 | $4,244+22.6% | $3,868+34.5% | $3,034+71.5% |
| Participant deferral / active EE | $2,047 | $3,958-48.3% | $5,057-59.5% | $5,087-59.8% |
| Admin fee / account holder | $337 | $288+17.2% | $8,355-96.0% | $269+25.4% |