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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $34,337 |
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 | $76,371 | $80,005-4.5% | $140,016-45.5% | $55,725+37.1% |
| Participation rate | 96.9% | 87.0%+10.0pp | 87.5%+9.5pp | 70.9%+26.1pp |
| Annual return | -1.21% | 0.46%-1.7pp | 651.12%-652.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $3,072 | $3,403-9.7% | $5,606-45.2% | $2,078+47.8% |
| Participant deferral / active EE | $4,205 | $5,264-20.1% | $6,927-39.3% | $3,356+25.3% |
| Admin fee / account holder | $99 | $116-14.7% | $10,705-99.1% | $115-14.3% |