Filed April 11, 2022 (most recent of 4 filings on file)
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.
See the 10-year trajectory. $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: MILIMAN, INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $73,215 |
ORGEL WEALTH MANAGEMENT1+ years Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $55,680 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,664 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,360 | $68,413-23.5% | $123,104-57.5% | $55,191-5.1% |
| Participation rate | 97.3% | 84.5%+12.7pp | 86.8%+10.5pp | 69.2%+28.1pp |
| Annual return | -2.54% | 6.30%-8.8pp | 13.22%-15.8pp | 10.78%-13.3pp |
| Employer contribution / active EE | $2,369 | $3,050-22.3% | $5,151-54.0% | $1,899+24.8% |
| Participant deferral / active EE | $3,491 | $4,490-22.3% | $6,230-44.0% | $3,046+14.6% |
| Admin fee / account holder | $221 | $88+151.8% | $9,015-97.5% | $91+143.5% |