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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.
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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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $26,440 |
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 | $99,639 | $65,557+52.0% | $105,738-5.8% | $56,287+77.0% |
| Participation rate | 88.5% | 63.4%+25.1pp | 76.3%+12.1pp | 69.9%+18.6pp |
| Annual return | -4.25% | -1.32%-2.9pp | 6.27%-10.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,183 | $1,788+78.0% | $3,268-2.6% | $2,111+50.8% |
| Participant deferral / active EE | $4,749 | $2,418+96.4% | $4,080+16.4% | $3,350+41.8% |
| Admin fee / account holder | $281 | $561-50.0% | $6,913-95.9% | $521-46.2% |