See peer percentile detail. $4.99 for your first month.
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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.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $3,054,633 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $689,249 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $562,615 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $385,336 |
LEGAL & GENERAL INVESTMENT4+ years Service code 28 · EIN 20-8058531 | Investment Management | $361,860 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $165,000 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $154,560 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $331,632-100.0% | $331,632-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 48.3%-48.3pp | 55.8%-55.8pp |
| Annual return | -1.55% | 10.22%-11.8pp | 10.59%-12.1pp | 24.42%-26.0pp |
| Employer contribution / active EE | $0 | $49,235-100.0% | $43,976-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |