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.4 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $35,024 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $13,388 |
TIAA4 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Direct payment from the plan; Insuran... | $1,589 |
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 | $111,157 | $84,948+30.9% | $70,449+57.8% | $73,409+51.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 4.08% | 13.39%-9.3pp | 109.03%-105.0pp | 59.29%-55.2pp |
| Employer contribution / active EE | $5,551 | $2,834+95.9% | $2,737+102.9% | $2,234+148.5% |
| Participant deferral / active EE | $6,480 | $3,387+91.3% | $3,709+74.7% | $3,805+70.3% |
| Admin fee / account holder | $74 | $98-24.5% | $3,845-98.1% | $158-53.1% |