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.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $9,971 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,793 | $100,227-24.4% | $169,993-55.4% | $74,419+1.8% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 15.10% | 66.08%-51.0pp | 53.37%-38.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,363 | $4,263-44.6% | $6,785-65.2% | $2,637-10.4% |
| Participant deferral / active EE | $5,896 | $7,143-17.5% | $10,408-43.3% | $4,528+30.2% |
| Admin fee / account holder | $20 | $234-91.3% | $12,815-99.8% | $348-94.2% |