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.8+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $111,000 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $37,860 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $31,743 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $23,874 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $14,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,407 | $136,266-62.3% | $90,749-43.4% | $77,904-34.0% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -16.02% | -11.32%-4.7pp | -12.16%-3.9pp | 12.21%-28.2pp |
| Employer contribution / active EE | $3,598 | $4,215-14.6% | $2,921+23.2% | $2,848+26.3% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $207 | $399-48.1% | $8,445-97.6% | $133+56.1% |