Filed December 22, 2016
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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,819 |
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 | $79,418 | $81,537-2.6% | $149,718-47.0% | $69,631+14.1% |
| Participation rate | 96.6% | 86.1%+10.4pp | 87.1%+9.5pp | 70.7%+25.9pp |
| Annual return | 22.02% | 22.79%-0.8pp | 1501.63%-1479.6pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $3,019 | $3,239-6.8% | $5,445-44.5% | $2,032+48.6% |
| Participant deferral / active EE | $3,941 | $4,994-21.1% | $6,569-40.0% | $3,224+22.3% |
| Admin fee / account holder | $94 | $107-11.7% | $11,283-99.2% | $110-14.5% |