See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $34,612 |
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 with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,277 | $51,708+32.0% | $106,619-36.0% | $62,891+8.6% |
| Participation rate | 79.3% | 66.9%+12.4pp | 78.0%+1.3pp | 69.3%+10.0pp |
| Annual return | 6.79% | 4.69%+2.1pp | 9.42%-2.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,145 | $1,764+21.6% | $3,947-45.7% | $2,281-6.0% |
| Participant deferral / active EE | $2,441 | $2,315+5.4% | $3,930-37.9% | $3,203-23.8% |
| Admin fee / account holder | $398 | $3,349-88.1% | $6,418-93.8% | $4,296-90.7% |