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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,356 |
Filed as: GAMBRELL & RUSSELL, LLP Service code 17 · EIN 58-0967450 | Pension Consulting | $6,324 |
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 | $3,437 | $47,456-92.8% | $172,739-98.0% | $77,787-95.6% |
| Participation rate | 12.8% | 66.3%-53.4pp | 82.6%-69.8pp | 73.2%-60.4pp |
| Annual return | 11.90% | 35.57%-23.7pp | 802.84%-790.9pp | 32.57%-20.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $118 | $2,560-95.4% | $5,198-97.7% | $3,967-97.0% |
| Admin fee / account holder | $143 | $81+77.2% | $13,954-99.0% | $100+43.1% |