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.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $197,711 |
USI CONSULTING GROUP4+ years Filed as: USI ADVISORS, INC Service code 28 · EIN 06-1397347 | Investment Management | $84,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $5,016 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 2.3%-2.3pp |
| Annual return | 12.93% | 18.69%-5.8pp | 10.59%+2.3pp | 37.74%-24.8pp |
| Employer contribution / active EE | $9,328 | $12,263-23.9% | $43,976-78.8% | $15,781-40.9% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |