Filed August 27, 2018
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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $25,565 |
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 | $27,043 | $54,045-50.0% | $115,157-76.5% | $65,185-58.5% |
| Participation rate | 73.4% | 63.5%+9.8pp | 75.9%-2.5pp | 70.2%+3.2pp |
| Annual return | 22.03% | 26.55%-4.5pp | 35.60%-13.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $760 | $1,653-54.0% | $3,179-76.1% | $2,177-65.1% |
| Participant deferral / active EE | $1,878 | $2,504-25.0% | $4,168-55.0% | $3,514-46.6% |
| Admin fee / account holder | $145 | $626-76.8% | $7,088-98.0% | $847-82.9% |