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.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $216,224 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $24,905 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,935 | $94,339-54.5% | $75,670-43.3% | $177,276-75.8% |
| Participation rate | 35.1% | 80.3%-45.2pp | 72.3%-37.2pp | 74.8%-39.7pp |
| Annual return | 17.14% | 18.58%-1.4pp | 27.34%-10.2pp | 21.25%-4.1pp |
| Employer contribution / active EE | $708 | $2,982-76.3% | $2,352-69.9% | $2,479-71.4% |
| Participant deferral / active EE | $1,141 | $3,974-71.3% | $3,142-63.7% | $3,881-70.6% |
| Admin fee / account holder | $102 | $53+93.4% | $5,800-98.2% | $154-33.6% |