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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.
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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 year Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $24,628 |
Service code 37 · EIN 35-0145825 | Loan Processing | $6,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,177 | $59,328-27.2% | $118,925-63.7% | $73,488-41.2% |
| Participation rate | 73.0% | 62.3%+10.7pp | 75.4%-2.4pp | 70.7%+2.3pp |
| Annual return | 12.46% | 19.13%-6.7pp | 35.88%-23.4pp | 28.51%-16.1pp |
| Employer contribution / active EE | $883 | $1,803-51.0% | $3,263-72.9% | $2,270-61.1% |
| Participant deferral / active EE | $2,524 | $2,604-3.1% | $4,265-40.8% | $3,740-32.5% |
| Admin fee / account holder | $411 | $600-31.5% | $6,581-93.7% | $513-19.8% |