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.9+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $109,045 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $40,260 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $30,184 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $28,442 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $15,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,254 | $104,631-42.4% | $98,439-38.8% | $80,160-24.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.2%+24.8pp | 72.9%+27.1pp |
| Annual return | 15.96% | 34.72%-18.8pp | 21.16%-5.2pp | 40.38%-24.4pp |
| Employer contribution / active EE | $3,997 | $4,517-11.5% | $3,048+31.1% | $2,978+34.2% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,017-100.0% |
| Admin fee / account holder | $214 | $105+103.8% | $8,948-97.6% | $145+47.4% |