Filed August 14, 2017
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 ADVISORS, LLC Service code 27 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Advisory (Plan) | $7,770 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,283 | $69,745+185.7% | $67,511+195.2% | $74,546+167.3% |
| Participation rate | 99.5% | 71.3%+28.2pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 12.14% | -40.37%+52.5pp | 3517.41%-3505.3pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $6,136 | $2,705+126.8% | $2,733+124.6% | $2,624+133.8% |
| Participant deferral / active EE | $7,072 | $3,636+94.5% | $4,000+76.8% | $4,347+62.7% |
| Admin fee / account holder | $20 | $894-97.7% | $3,999-99.5% | $1,944-99.0% |