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 9-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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 · EIN 38-1477362 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Bank Trustee | $70,381 |
WATKINS ROSS6+ years Filed as: WATKINS ROSS & CO Service code 11 · EIN 38-1477362 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $67,439 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 3000 TOWN CENTER SUITE 100 · SOUTHFIELD, MI 48075 | Accounting | $48,700 |
DAWDA MANN MULCAHY & SADLER6+ years Service code 29 · EIN 38-3235321 39533 WOODWARD AVE STE 200 · BLOOMFIELD HILLS, MI 48304 | Legal | $43,976 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 3.20% | 99.73%-96.5pp | 90.60%-87.4pp | 259.13%-255.9pp |
| Employer contribution / active EE | $51,875 | $35,076+47.9% | $32,727+58.5% | $41,469+25.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |