Filed August 25, 2023
Total covered: 2 employees
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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.8 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $28,752 |
ARMANINO LLP6 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $15,435 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 26 · EIN 84-0854432 | Advisory (Participants) | $10,399 |
TIAA8 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $3,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,852 | $91,762+58.9% | $67,502+116.1% | $77,643+87.8% |
| Participation rate | 99.2% | 75.9%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 13.28% | 14.87%-1.6pp | 3512.12%-3498.8pp | 31.24%-18.0pp |
| Employer contribution / active EE | $6,257 | $3,181+96.7% | $2,731+129.1% | $2,726+129.6% |
| Participant deferral / active EE | $7,489 | $3,903+91.9% | $4,000+87.2% | $4,647+61.1% |
| Admin fee / account holder | $88 | $176-49.7% | $3,998-97.8% | $430-79.4% |