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 Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $108,134 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $33,010 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $22,401 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $14,393 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,064 | $96,403-45.0% | $93,606-43.3% | $77,787-31.8% |
| Participation rate | 97.4% | 87.6%+9.7pp | 75.8%+21.5pp | 73.2%+24.1pp |
| Annual return | 20.27% | 39.36%-19.1pp | 32.76%-12.5pp | 32.57%-12.3pp |
| Employer contribution / active EE | $3,105 | $3,616-14.1% | $2,718+14.2% | $2,504+24.0% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $193 | $90+116.1% | $7,888-97.5% | $100+93.3% |