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 5-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.3+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $87,389 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $48,688 |
Service code 29 · EIN 39-1126909 | Legal | $31,211 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $10,497 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $10,032 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $9,625 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,337 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,720 | $51,785-96.7% | $112,228-98.5% | $89,394-98.1% |
| Participation rate | 99.3% | 82.2%+17.1pp | 75.1%+24.2pp | 71.3%+28.0pp |
| Annual return | -16.55% | -11.06%-5.5pp | 27.45%-44.0pp | -11.89%-4.7pp |
| Employer contribution / active EE | $1,165 | $3,782-69.2% | $3,635-67.9% | $3,022-61.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $20 | $102-80.1% | $6,410-99.7% | $79-74.5% |