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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,833 |
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 | $21,824 | $62,603-65.1% | $104,294-79.1% | $66,914-67.4% |
| Participation rate | 73.7% | 59.6%+14.1pp | 73.3%+0.5pp | 69.8%+3.9pp |
| Annual return | -7.38% | -14.70%+7.3pp | 24.61%-32.0pp | 1.58%-9.0pp |
| Employer contribution / active EE | $1,669 | $1,972-15.4% | $3,372-50.5% | $2,544-34.4% |
| Participant deferral / active EE | $3,486 | $2,853+22.2% | $4,625-24.6% | $4,237-17.7% |
| Admin fee / account holder | $154 | $656-76.5% | $7,339-97.9% | $593-74.1% |