Filed February 7, 2019 (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 6-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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,521 |
MAZURSKY CONSTANTINE LLC2 years Service code 17 · EIN 27-3547321 | Pension Consulting | $12,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,739 | $45,382-94.0% | $154,107-98.2% | $75,289-96.4% |
| Participation rate | 14.5% | 65.9%-51.4pp | 83.0%-68.6pp | 72.4%-57.9pp |
| Annual return | -7.20% | -0.47%-6.7pp | 735.12%-742.3pp | -0.04%-7.2pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $111 | $2,384-95.3% | $5,081-97.8% | $3,739-97.0% |
| Admin fee / account holder | $177 | $89+98.1% | $13,411-98.7% | $102+72.9% |