See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 3707 W MAPLE RD. · BLOOMFIELD HILLS, MI 483013212 | Advisory (Plan) | $31,872 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,863 | $66,098+32.9% | $101,794-13.7% | $74,304+18.2% |
| Participation rate | 73.8% | 53.8%+20.0pp | 69.2%+4.6pp | 60.3%+13.4pp |
| Annual return | 16.73% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $837 | $1,082-22.6% | $2,289-63.4% | $2,241-62.7% |
| Participant deferral / active EE | $4,706 | $2,781+69.2% | $4,084+15.2% | $3,767+24.9% |
| Admin fee / account holder | $433 | $4,146-89.6% | $8,777-95.1% | $2,969-85.4% |