Filed April 12, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $15,393 |
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 | $79,788 | $66,750+19.5% | $105,722-24.5% | $57,658+38.4% |
| Participation rate | 87.6% | 79.2%+8.5pp | 78.9%+8.7pp | 70.2%+17.4pp |
| Annual return | 9.77% | 10.99%-1.2pp | 12.25%-2.5pp | 5.13%+4.6pp |
| Employer contribution / active EE | $5,611 | $3,766+49.0% | $4,079+37.5% | $1,974+184.3% |
| Participant deferral / active EE | $7,813 | $4,933+58.4% | $5,326+46.7% | $3,061+155.3% |
| Admin fee / account holder | $35 | $88-59.8% | $8,308-99.6% | $95-62.7% |