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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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $36,713 |
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 | $138,187 | $59,328+132.9% | $118,925+16.2% | $73,488+88.0% |
| Participation rate | 90.5% | 62.3%+28.2pp | 75.4%+15.1pp | 70.7%+19.8pp |
| Annual return | 15.85% | 19.13%-3.3pp | 35.88%-20.0pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,523 | $1,803+95.3% | $3,263+8.0% | $2,270+55.2% |
| Participant deferral / active EE | $5,334 | $2,604+104.8% | $4,265+25.1% | $3,740+42.6% |
| Admin fee / account holder | $381 | $600-36.6% | $6,581-94.2% | $513-25.8% |