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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,810 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,752 | $59,328-60.0% | $118,925-80.0% | $73,488-67.7% |
| Participation rate | 78.9% | 62.3%+16.6pp | 75.4%+3.5pp | 70.7%+8.2pp |
| Annual return | 13.35% | 19.13%-5.8pp | 35.88%-22.5pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,050 | $1,803-41.8% | $3,263-67.8% | $2,270-53.8% |
| Participant deferral / active EE | $2,440 | $2,604-6.3% | $4,265-42.8% | $3,740-34.8% |
| Admin fee / account holder | $134 | $600-77.7% | $6,581-98.0% | $513-73.9% |