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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $440,185 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $75,451 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,557 |
PLANTE & MORAN, PLLC9+ years Service code 16 · EIN 38-1357951 | Consulting | $45,050 |
HELEN CLEVELAND PC1 year Service code 16 · EIN 11-3672269 | Consulting | $7,176 |
Form 5500 reported that benefits due were not provided when due.
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 | $93,469 | $118,464-21.1% | $96,544-3.2% | $103,482-9.7% |
| Participation rate | 91.6% | 89.0%+2.6pp | 76.0%+15.6pp | 73.3%+18.3pp |
| Annual return | 18.14% | 18.79%-0.7pp | 25.84%-7.7pp | 33.11%-15.0pp |
| Employer contribution / active EE | $3,313 | $4,210-21.3% | $2,965+11.8% | $3,208+3.3% |
| Participant deferral / active EE | $6,541 | $7,277-10.1% | $4,851+34.8% | $5,207+25.6% |
| Admin fee / account holder | $95 | $81+17.0% | $8,252-98.9% | $114-16.9% |