See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,236 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,963 | $47,969-29.2% | $85,969-60.5% | $52,331-35.1% |
| Participation rate | 94.8% | 61.7%+33.1pp | 76.5%+18.3pp | 68.1%+26.7pp |
| Annual return | -0.28% | -0.13%-0.2pp | 9.32%-9.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,359 | $1,460+61.6% | $3,474-32.1% | $1,882+25.4% |
| Participant deferral / active EE | $2,749 | $2,110+30.3% | $3,829-28.2% | $3,022-9.0% |
| Admin fee / account holder | $202 | $530-62.0% | $6,053-96.7% | $592-65.9% |