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 |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment management fees paid direc... | $221,040 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $180,659 |
BENESYS, INC.4 years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $142,663 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 18 · EIN 25-6078093 50 FREMONT ST., STE 3900 · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Di... | $108,209 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment advisory (plan); Investmen... | $96,324 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 18 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Securities brokerage; Custodial (othe... | $64,379 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $39,128 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $28,000 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 18 201 WASHINGTON PLACE · BOSTON, MA 02108 | Direct payment from the plan; Custodi... | $26,266 |
MACQUEEN INSURANCE GROUP4 years Filed as: MACQUEEN AND ASSOCIATES Service code 22 · EIN 20-0495393 2191 TWELVE MILE ROAD · BERKLEY, MI 48072 | Insurance Broker | $20,565 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.55% | -8.26%+1.7pp | -5.84%-0.7pp | 2.77%-9.3pp |
| Employer contribution / active EE | $23,757 | $12,543+89.4% | $31,839-25.4% | $15,262+55.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |