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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,931 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,388 | $54,368-23.9% | $117,039-64.6% | $62,292-33.6% |
| Participation rate | 98.2% | 64.9%+33.3pp | 77.2%+21.0pp | 69.5%+28.7pp |
| Annual return | 16.48% | 21.77%-5.3pp | 18.95%-2.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,493 | $1,692+47.4% | $3,785-34.1% | $2,042+22.1% |
| Participant deferral / active EE | $3,099 | $2,269+36.6% | $3,929-21.1% | $3,169-2.2% |
| Admin fee / account holder | $221 | $493-55.3% | $5,974-96.3% | $479-54.0% |