Filed March 24, 2021
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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $93,000 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $54,076 |
COMMERCE BANK10+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-6334070 | Securities Custodian | $45,055 |
ATLANTA CAPITAL MANAGEMENT7 years Filed as: ATLANTA CONSULTING GROUP Service code 27 · EIN 81-5358976 | Advisory (Plan) | $45,027 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,825 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 4.87% | 5.99%-1.1pp | 6.78%-1.9pp | 7.65%-2.8pp |
| Employer contribution / active EE | $0 | $10,834-100.0% | $25,154-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |