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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,620 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,513 | $54,045+121.1% | $115,157+3.8% | $65,185+83.3% |
| Participation rate | 86.9% | 63.5%+23.4pp | 75.9%+11.0pp | 70.2%+16.7pp |
| Annual return | 21.72% | 26.55%-4.8pp | 35.60%-13.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,154 | $1,653+90.8% | $3,179-0.8% | $2,177+44.9% |
| Participant deferral / active EE | $4,612 | $2,504+84.2% | $4,168+10.6% | $3,514+31.2% |
| Admin fee / account holder | $321 | $626-48.7% | $7,088-95.5% | $847-62.1% |