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.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $143,641 |
ORGEL WEALTH MANAGEMENT9+ years Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $101,664 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,834 |
CHARLES SCHWAB & CO., INC.9+ 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 | $77,520 | $100,227-22.7% | $169,993-54.4% | $74,419+4.2% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 22.91% | 66.08%-43.2pp | 53.37%-30.5pp | 34.38%-11.5pp |
| Employer contribution / active EE | $4,186 | $4,263-1.8% | $6,785-38.3% | $2,637+58.7% |
| Participant deferral / active EE | $7,562 | $7,143+5.9% | $10,408-27.3% | $4,528+67.0% |
| Admin fee / account holder | $223 | $234-5.0% | $12,815-98.3% | $348-36.0% |