See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,939 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $89,543 | $50,643+76.8% | $106,619-16.0% | $55,167+62.3% |
| Participation rate | 81.1% | 65.6%+15.6pp | 78.0%+3.2pp | 69.0%+12.2pp |
| Annual return | 8.26% | 7.02%+1.2pp | 9.42%-1.2pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,856 | $1,626+75.7% | $3,947-27.6% | $1,963+45.5% |
| Participant deferral / active EE | $4,282 | $2,208+93.9% | $3,930+8.9% | $3,054+40.2% |
| Admin fee / account holder | $284 | $488-41.8% | $6,418-95.6% | $504-43.6% |