See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 Service code 15 · EIN 91-0675641 | Recordkeeping | $23,161 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,559 | $78,926-43.5% | $136,749-67.4% | $84,808-47.5% |
| Participation rate | 70.5% | 62.2%+8.3pp | 72.1%-1.6pp | 68.3%+2.2pp |
| Annual return | 10.51% | 18.17%-7.7pp | 24.33%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $747 | $2,134-65.0% | $3,400-78.0% | $2,631-71.6% |
| Participant deferral / active EE | $1,806 | $3,168-43.0% | $4,692-61.5% | $4,212-57.1% |
| Admin fee / account holder | $296 | $6,369-95.3% | $11,386-97.4% | $7,344-96.0% |