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.7 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $114,126 |
WILSON-MCSHANE CORPORATION7 years Service code 13 · EIN 41-0956552 | Contract Administrator | $97,235 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Service code 26 · EIN 32-0016703 | Advisory (Participants) | $60,000 |
Filed as: SHUMAKER LOOP & KENDRICK, LLP Service code 29 · EIN 34-4439491 | Legal | $42,158 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $18,690 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,559 | $160,882-12.6% | $200,582-29.9% | $102,872+36.6% |
| Participation rate | 98.9% | 91.2%+7.7pp | 86.9%+12.0pp | 73.0%+25.8pp |
| Annual return | 13.35% | 18.15%-4.8pp | 42.33%-29.0pp | 19.06%-5.7pp |
| Employer contribution / active EE | $0 | $5,602-100.0% | $6,419-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $6,398 | $9,300-31.2% | $9,331-31.4% | $5,535+15.6% |
| Admin fee / account holder | $211 | $125+68.8% | $16,305-98.7% | $292-27.9% |