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.1+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $82,954 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $32,784 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $22,247 |
LEONARD, O'BRIEN, SPENCER, GALE1+ years Service code 29 · EIN 41-0956652 | Legal | $16,703 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $10,200 |
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 | $42,533 | $75,760-43.9% | $123,104-65.4% | $59,188-28.1% |
| Participation rate | 95.1% | 86.0%+9.1pp | 86.8%+8.4pp | 69.4%+25.7pp |
| Annual return | -4.09% | 2.93%-7.0pp | 13.22%-17.3pp | 5.51%-9.6pp |
| Employer contribution / active EE | $2,699 | $3,415-21.0% | $5,151-47.6% | $2,098+28.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $208 | $61+242.1% | $9,015-97.7% | $92+125.3% |