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 |
|---|---|---|
BLUEWATER ASSET MANAGEMENT1+ years Service code 28 4020 EAST BELTLINE AVENUE,SUITE 102 · GRAND RAPIDS, MI 49525 | Investment Management | $23,242 |
PENSERV PLAN SERVICES, INC.1+ years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $19,349 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $3,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,972 | $67,166-82.2% | $57,343-79.1% | $55,191-78.3% |
| Participation rate | 38.9% | 77.7%-38.8pp | 75.1%-36.2pp | 69.2%-30.2pp |
| Annual return | -1.81% | 4.22%-6.0pp | 24.39%-26.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $446 | $2,812-84.1% | $2,689-83.4% | $1,899-76.5% |
| Participant deferral / active EE | $941 | $2,835-66.8% | $3,162-70.3% | $3,046-69.1% |
| Admin fee / account holder | $101 | $44+132.0% | $3,356-97.0% | $91+11.3% |