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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES PENSION SERVIOES, INC. Service code 49 | Other Services | $5,408 |
Filed as: GREAT LAKES PENSION SERVICES, INC. Service code 49 · EIN 34-1373917 3361 EXECUTIVE PKWY, STE 301 · TOLEDO, OH 43606 | Other Services | $0 |
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 | $89,160 | $56,317+58.3% | $71,209+25.2% | $74,304+20.0% |
| Participation rate | 89.4% | 55.1%+34.3pp | 73.8%+15.7pp | 60.3%+29.1pp |
| Annual return | 14.57% | 42.83%-28.3pp | 282.51%-267.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $4,034 | $2,160+86.8% | $2,721+48.3% | $2,241+80.0% |
| Participant deferral / active EE | $4,550 | $2,788+63.2% | $4,175+9.0% | $3,767+20.8% |
| Admin fee / account holder | $20 | $2,290-99.1% | $5,349-99.6% | $2,969-99.3% |