Filed December 8, 2014
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.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $13,379 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,929 | $86,897-18.4% | $151,611-53.2% | $64,808+9.4% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.5%+11.3pp | 71.5%+27.3pp |
| Annual return | -12.85% | -3.57%-9.3pp | 3.33%-16.2pp | 32.82%-45.7pp |
| Employer contribution / active EE | $2,225 | $4,010-44.5% | $6,166-63.9% | $2,506-11.2% |
| Participant deferral / active EE | $5,537 | $6,690-17.2% | $8,363-33.8% | $4,310+28.5% |
| Admin fee / account holder | $30 | $153-80.3% | $11,616-99.7% | $188-84.0% |