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.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $140,307 |
ORGEL WEALTH MANAGEMENT8+ years Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $91,041 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $23,299 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,384 | $86,897-22.5% | $151,611-55.6% | $64,808+4.0% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.5%+7.2pp | 71.5%+23.2pp |
| Annual return | -11.55% | -3.57%-8.0pp | 3.33%-14.9pp | 32.82%-44.4pp |
| Employer contribution / active EE | $3,573 | $4,010-10.9% | $6,166-42.1% | $2,506+42.6% |
| Participant deferral / active EE | $6,386 | $6,690-4.5% | $8,363-23.6% | $4,310+48.2% |
| Admin fee / account holder | $237 | $153+54.7% | $11,616-98.0% | $188+26.0% |