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.3+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $17,945 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $5,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,297 | $60,545-51.6% | $92,233-68.2% | $69,631-57.9% |
| Participation rate | 91.6% | 72.2%+19.4pp | 76.5%+15.1pp | 70.7%+20.9pp |
| Annual return | 19.80% | 19.71%+0.1pp | 176.28%-156.5pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,028 | $2,828-28.3% | $3,897-47.9% | $3,224-37.1% |
| Admin fee / account holder | $94 | $145-35.1% | $5,194-98.2% | $110-14.9% |