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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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,181 | $58,290-61.9% | $98,442-77.5% | $86,799-74.4% |
| Participation rate | 41.1% | 68.3%-27.2pp | 73.3%-32.3pp | 72.3%-31.2pp |
| Annual return | 14.24% | 43.48%-29.2pp | 1492.73%-1478.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,097 | $2,008-45.4% | $2,960-62.9% | $2,405-54.4% |
| Participant deferral / active EE | $532 | $3,152-83.1% | $4,276-87.5% | $4,131-87.1% |
| Admin fee / account holder | $82 | $138-40.3% | $5,949-98.6% | $170-51.5% |