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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $54,090 |
12 CHESTNUT HILL, LLC2 years Service code 16 · EIN 82-3643593 | Consulting | $19,686 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,117 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,670 | $66,601+87.2% | $92,893+34.2% | $67,579+84.5% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 71.3%+14.4pp |
| Annual return | 18.45% | 92.58%-74.1pp | 109.41%-91.0pp | 378.56%-360.1pp |
| Employer contribution / active EE | $9,211 | $2,775+231.9% | $3,653+152.2% | $2,148+328.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $313 | $199+57.4% | $5,794-94.6% | $142+120.1% |