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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC6+ years Filed as: SCHWARTZ & COMPANY Service code 27 3707 WEST MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $22,690 |
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,988 | $54,573+30.1% | $90,951-21.9% | $73,488-3.4% |
| Participation rate | 69.3% | 61.2%+8.1pp | 69.0%+0.3pp | 70.7%-1.4pp |
| Annual return | 19.20% | 16.69%+2.5pp | 134.60%-115.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $259 | $991-73.9% | $2,122-87.8% | $2,270-88.6% |
| Participant deferral / active EE | $3,162 | $2,517+25.6% | $3,373-6.3% | $3,740-15.5% |
| Admin fee / account holder | $341 | $521-34.5% | $5,959-94.3% | $513-33.4% |