Filed August 25, 2023
Total covered: 2 employees
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.3 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $28,534 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $1,641 |
TIAA3 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,628 | $95,542+14.7% | $69,455+57.8% | $67,579+62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 5.11% | 17.67%-12.6pp | 28.97%-23.9pp | 378.56%-373.4pp |
| Employer contribution / active EE | $5,290 | $2,989+77.0% | $2,779+90.4% | $2,148+146.3% |
| Participant deferral / active EE | $6,145 | $3,263+88.3% | $3,535+73.8% | $3,539+73.6% |
| Admin fee / account holder | $46 | $90-49.0% | $3,839-98.8% | $142-67.8% |