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.4 years Filed as: MILLIMAN Service code 11 1301 FIFTH AVENUE STE 3800 · SEATTLE, WA 981012646 | Actuarial | $114,865 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 500 WEST MADISON STREET, STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $90,273 |
Filed as: PRINCIPAL Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $27,361 |
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $22,500 |
NEWPORT GROUP, INC.1 year Service code 11 1350 TREAT BOULEVARD SUITE 300 · WALNUT CREEK, CA 94597 | Actuarial | $5,230 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.04% | 9.27%+0.8pp | 37.43%-27.4pp | 10.71%-0.7pp |
| Employer contribution / active EE | $23,755 | $14,139+68.0% | $38,058-37.6% | $14,986+58.5% |
| Participant deferral / active EE | $2,909 | $970+200.0% | $121+2301.1% | $1,686+72.5% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |