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.7+ years Service code 21 · EIN 91-0675641 | Bank Trustee | $91,154 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $50,936 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $23,500 |
BENEFIT PLAN ADMINISTRATORS7+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1401001 | Contract Administrator | $21,071 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $13,125 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $7,568 |
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 | $55,489 | $78,275-29.1% | $109,143-49.2% | $86,799-36.1% |
| Participation rate | 99.4% | 73.8%+25.5pp | 75.9%+23.5pp | 72.3%+27.1pp |
| Annual return | 12.28% | 19.14%-6.9pp | 25.75%-13.5pp | 97.91%-85.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,878 | $3,641+6.5% | $4,653-16.7% | $4,131-6.1% |
| Admin fee / account holder | $225 | $198+13.6% | $6,752-96.7% | $170+32.9% |