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.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $22,356 |
CHARLES SCHWAB & CO., INC.4 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 | $74,104 | $129,021-42.6% | $184,203-59.8% | $77,643-4.6% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 12.52% | 33.27%-20.7pp | 28.81%-16.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,479 | $4,413-43.8% | $6,427-61.4% | $2,726-9.1% |
| Participant deferral / active EE | $6,299 | $7,297-13.7% | $9,131-31.0% | $4,647+35.5% |
| Admin fee / account holder | $44 | $254-82.8% | $13,901-99.7% | $430-89.9% |