Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 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 | $27,379 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS GROUP INC. Service code 27 · EIN 41-1784898 | Advisory (Plan) | $5,223 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $115,405 | $58,851+96.1% | $115,157+0.2% | $72,985+58.1% |
| Participation rate | 92.8% | 65.5%+27.2pp | 75.9%+16.9pp | 69.5%+23.3pp |
| Annual return | 28.40% | 23.16%+5.2pp | 35.60%-7.2pp | 81.00%-52.6pp |
| Employer contribution / active EE | $6,037 | $1,798+235.8% | $3,179+89.9% | $2,440+147.4% |
| Participant deferral / active EE | $9,492 | $2,643+259.2% | $4,168+127.7% | $3,607+163.1% |
| Admin fee / account holder | $294 | $6,370-95.4% | $7,088-95.9% | $5,124-94.3% |