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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $83,313 |
Service code 16 5 CENTERPOINTE DR · LAKE OSWEGO, OR 97035 | Consulting | $58,400 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $30,823 |
JONES & ROTH, PC8+ years Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $10,975 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $117,115 | $72,254+62.1% | $86,677+35.1% | $64,808+80.7% |
| Participation rate | 91.9% | 80.4%+11.4pp | 76.6%+15.3pp | 71.5%+20.4pp |
| Annual return | -13.65% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,481 | $2,393+45.5% | $2,836+22.7% | $2,506+38.9% |
| Participant deferral / active EE | $6,361 | $4,658+36.6% | $4,656+36.6% | $4,310+47.6% |
| Admin fee / account holder | $257 | $174+47.8% | $7,493-96.6% | $188+36.9% |