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.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $45,383 |
CHARLES SCHWAB & CO., INC.5 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 | $100,728 | $131,799-23.6% | $200,582-49.8% | $85,563+17.7% |
| Participation rate | 98.9% | 87.9%+11.0pp | 86.9%+12.1pp | 66.0%+33.0pp |
| Annual return | 18.26% | 21.59%-3.3pp | 42.33%-24.1pp | 31.51%-13.3pp |
| Employer contribution / active EE | $8,510 | $4,532+87.8% | $6,419+32.6% | $2,654+220.7% |
| Participant deferral / active EE | $6,316 | $7,702-18.0% | $9,331-32.3% | $4,375+44.4% |
| Admin fee / account holder | $95 | $235-59.6% | $16,305-99.4% | $834-88.6% |