Filed January 11, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $39,983 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,632 | $46,761-21.7% | $106,619-65.6% | $57,658-36.5% |
| Participation rate | 85.2% | 56.9%+28.4pp | 78.0%+7.2pp | 70.2%+15.0pp |
| Annual return | 5.52% | 15.77%-10.3pp | 9.42%-3.9pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,169 | $1,274+70.3% | $3,947-45.0% | $1,974+9.9% |
| Participant deferral / active EE | $2,114 | $1,954+8.1% | $3,930-46.2% | $3,061-30.9% |
| Admin fee / account holder | $118 | $97+21.4% | $6,418-98.2% | $95+24.3% |