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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,117 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $35,644 | $50,643-29.6% | $106,619-66.6% | $55,167-35.4% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.0%+19.5pp | 69.0%+28.5pp |
| Annual return | 7.32% | 7.02%+0.3pp | 9.42%-2.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,869 | $1,626+76.4% | $3,947-27.3% | $1,963+46.2% |
| Participant deferral / active EE | $2,430 | $2,208+10.1% | $3,930-38.2% | $3,054-20.4% |
| Admin fee / account holder | $197 | $488-59.7% | $6,418-96.9% | $504-61.0% |