Filed October 10, 2023 (most recent of 3 filings on file)
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.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $66,434 |
Service code 16 5 CENTERPOINTE DR · LAKE OSWEGO, OR 97035 | Consulting | $43,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $31,512 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 16 · EIN 47-0648560 | Consulting | $14,900 |
JONES & ROTH, PC7+ years Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $9,704 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,004 | $185,342-10.4% | $111,297+49.2% | $86,799+91.2% |
| Participation rate | 91.9% | 81.0%+10.9pp | 77.3%+14.6pp | 72.3%+19.6pp |
| Annual return | 11.06% | 500.80%-489.7pp | 54.65%-43.6pp | 97.91%-86.8pp |
| Employer contribution / active EE | $3,633 | $2,246+61.7% | $2,731+33.0% | $2,405+51.0% |
| Participant deferral / active EE | $7,165 | $4,458+60.7% | $4,487+59.7% | $4,131+73.4% |
| Admin fee / account holder | $283 | $255+10.8% | $7,964-96.4% | $170+66.9% |