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 |
|---|---|---|
BLUEWATER ASSET MANAGEMENT7+ years Service code 28 4120 EAST BELTLINE AVENUE,SUITE 100 · GRAND RAPIDS, MI 49525 | Investment Management | $67,109 |
PENSERV PLAN SERVICES, INC.7+ years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $42,397 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $6,365 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,852 | $94,833-81.2% | $75,696-76.4% | $86,799-79.4% |
| Participation rate | 87.9% | 79.1%+8.8pp | 74.8%+13.1pp | 72.3%+15.7pp |
| Annual return | 14.00% | 16.91%-2.9pp | 104.53%-90.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,096 | $2,904-62.3% | $2,743-60.0% | $2,405-54.4% |
| Participant deferral / active EE | $1,918 | $3,632-47.2% | $3,821-49.8% | $4,131-53.6% |
| Admin fee / account holder | $111 | $109+1.8% | $3,619-96.9% | $170-34.8% |