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.7 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $102,139 |
NATIONAL EMPLOYEE BENEFIT ADMIN8+ years Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 2050 NW 150TH AVENUE STE 200 · PEMBROKE PINES, FL 33028 | Contract Administrator | $49,593 |
WILLIG, WILLIAMS & DAVIDSON3 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $20,132 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 6.96% | 9.98%-3.0pp | 12.68%-5.7pp | 22.81%-15.9pp |
| Employer contribution / active EE | $2,986 | $15,842-81.2% | $41,588-92.8% | $18,290-83.7% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |