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.6 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $40,344 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $14,175 |
TIAA6 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Direct payment from the plan; Insuran... | $3,722 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,835 | $60,989+98.1% | $60,874+98.5% | $66,914+80.6% |
| Participation rate | 98.8% | 74.5%+24.3pp | 73.1%+25.7pp | 69.8%+29.0pp |
| Annual return | -11.20% | -9.60%-1.6pp | 16.90%-28.1pp | 1.58%-12.8pp |
| Employer contribution / active EE | $6,444 | $2,661+142.2% | $2,701+138.5% | $2,544+153.3% |
| Participant deferral / active EE | $7,544 | $3,615+108.7% | $3,817+97.7% | $4,237+78.1% |
| Admin fee / account holder | $89 | $338-73.8% | $3,224-97.2% | $593-85.0% |