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 |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $287,718 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 30 · TROY, MI 48098 | Plan Administrator | $142,732 |
WELLINGTON TRUST COMPANY2+ years Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Direct payment from the plan; Investm... | $111,953 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 18 · EIN 25-1442864 1 BOSTON PLACE, STE 2400 · BOSTON, MA 02108 | Investment management fees paid direc... | $68,812 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Direct payment from the plan; Securit... | $45,294 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $38,266 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 | Actuarial | $37,446 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 18 · EIN 25-6078093 50 FREMONT ST., STE 3900 · SAN FRANCISCO, CA 94105 | Investment management; Trustee (bank,... | $36,301 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Trustee (bank, trust company, or simi... | $34,652 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $33,250 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.34% | 11.78%+1.6pp | 8.32%+5.0pp | 23.90%-10.6pp |
| Employer contribution / active EE | $16,465 | $11,309+45.6% | $30,793-46.5% | $16,539-0.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |