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 | $21,184 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,809 | $47,969-62.9% | $85,969-79.3% | $52,331-66.0% |
| Participation rate | 74.2% | 61.7%+12.5pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | -0.49% | -0.13%-0.4pp | 9.32%-9.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,131 | $1,460-22.5% | $3,474-67.5% | $1,882-39.9% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $104 | $530-80.4% | $6,053-98.3% | $592-82.5% |