See peer percentile detail. $4.99 for your first month.
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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.4 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $124,574 |
WILSON-MCSHANE CORPORATION4 years Service code 13 · EIN 41-0956552 | Contract Administrator | $83,819 |
Service code 26 · EIN 32-0016703 | Advisory (Participants) | $60,000 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $15,540 |
Service code 10 · EIN 41-1365924 | Accounting | $10,922 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGN & LAM Service code 29 · EIN 41-1654544 | Legal | $10,279 |
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 | $101,198 | $95,918+5.5% | $151,611-33.3% | $77,904+29.9% |
| Participation rate | 99.6% | 88.7%+10.9pp | 87.5%+12.1pp | 73.7%+26.0pp |
| Annual return | -15.54% | -5.50%-10.0pp | 3.33%-18.9pp | 12.21%-27.7pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,166-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,025 | $7,508-33.1% | $8,363-39.9% | $4,806+4.6% |
| Admin fee / account holder | $217 | $93+132.5% | $11,616-98.1% | $133+63.7% |