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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 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 10.04% | 8.98%+1.1pp | 44.37%-34.3pp | 10.77%-0.7pp |
| Employer contribution / active EE | $23,755 | $14,728+61.3% | $36,004-34.0% | $15,292+55.3% |
| Participant deferral / active EE | $2,909 | $970+200.0% | $159+1728.5% | $1,813+60.4% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |