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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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,019 |
Service code 10 · EIN 16-1148763 | Accounting | $14,350 |
12 CHESTNUT HILL, LLC3 years Service code 16 · EIN 82-3643593 | Consulting | $9,354 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,784 | $69,362+104.4% | $101,248+40.0% | $73,488+92.9% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.8%+15.9pp | 70.7%+21.0pp |
| Annual return | 15.03% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $6,882 | $2,628+161.8% | $3,660+88.1% | $2,270+203.2% |
| Participant deferral / active EE | $508 | $3,300-84.6% | $4,370-88.4% | $3,740-86.4% |
| Admin fee / account holder | $337 | $704-52.1% | $5,945-94.3% | $513-34.3% |