See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $61,896 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $15,888 |
WINDHAM BRANNON1+ years Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-8176349 | Accounting | $14,250 |
RETIREMENT FUND MGMT1+ years Service code 28 · EIN 58-2223362 | Investment Management | $10,832 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $803,298-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 56.4%-56.4pp | 17.1%-17.1pp |
| Annual return | 5.39% | 9.70%-4.3pp | 10.48%-5.1pp | 9.82%-4.4pp |
| Employer contribution / active EE | $0 | $7,792-100.0% | $34,979-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $3,829-100.0% | $2,893-100.0% |