Filed May 12, 2026 (most recent of 2 filings on file)
Total covered: 12 employees
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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,519 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,768 | $50,643+41.7% | $106,619-32.7% | $55,167+30.1% |
| Participation rate | 78.3% | 65.6%+12.8pp | 78.0%+0.3pp | 69.0%+9.3pp |
| Annual return | 7.26% | 7.02%+0.2pp | 9.42%-2.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,966 | $1,626+20.9% | $3,947-50.2% | $1,963+0.2% |
| Participant deferral / active EE | $2,845 | $2,208+28.9% | $3,930-27.6% | $3,054-6.8% |
| Admin fee / account holder | $182 | $488-62.6% | $6,418-97.2% | $504-63.8% |