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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,271 | $54,390-22.3% | $117,039-63.9% | $69,631-39.3% |
| Participation rate | 82.5% | 58.5%+24.0pp | 77.2%+5.3pp | 70.7%+11.8pp |
| Annual return | 16.96% | 18.33%-1.4pp | 18.95%-2.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,955 | $1,357+44.1% | $3,785-48.3% | $2,032-3.8% |
| Participant deferral / active EE | $2,038 | $2,076-1.8% | $3,929-48.1% | $3,224-36.8% |
| Admin fee / account holder | $132 | $98+35.4% | $5,974-97.8% | $110+19.9% |