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 MANAGEMENT10+ years Service code 28 4120 EAST BELTLINE AVENUE,SUITE 100 · GRAND RAPIDS, MI 49525 | Investment Management | $71,708 |
PENSERV PLAN SERVICES, INC.10+ years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $62,796 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,421 |
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).
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 | $20,774 | $91,762-77.4% | $67,502-69.2% | $77,643-73.2% |
| Participation rate | 88.6% | 75.9%+12.7pp | 72.9%+15.8pp | 70.6%+18.1pp |
| Annual return | 11.55% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,190 | $3,181-62.6% | $2,731-56.4% | $2,726-56.3% |
| Participant deferral / active EE | $2,122 | $3,903-45.6% | $4,000-46.9% | $4,647-54.3% |
| Admin fee / account holder | $126 | $176-28.6% | $3,998-96.9% | $430-70.8% |