Filed August 31, 2016 (most recent of 2 filings on file)
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.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $76,981 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $18,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,685 | $67,505-47.1% | $63,517-43.8% | $67,505-47.1% |
| Participation rate | 31.6% | 71.2%-39.6pp | 71.0%-39.4pp | 71.2%-39.6pp |
| Annual return | 0.73% | 6.52%-5.8pp | -70.30%+71.0pp | 6.52%-5.8pp |
| Employer contribution / active EE | $573 | $2,173-73.6% | $2,322-75.3% | $2,173-73.6% |
| Participant deferral / active EE | $909 | $3,597-74.7% | $2,953-69.2% | $3,597-74.7% |
| Admin fee / account holder | $67 | $56+19.1% | $5,892-98.9% | $56+19.1% |