Filed March 25, 2019
Total covered: 2 employees
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 9-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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,145 |
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 | $67,514 | $62,603+7.8% | $104,294-35.3% | $66,914+0.9% |
| Participation rate | 73.3% | 59.6%+13.7pp | 73.3%0pp | 69.8%+3.5pp |
| Annual return | -15.24% | -14.70%-0.5pp | 24.61%-39.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,354 | $1,972+70.1% | $3,372-0.5% | $2,544+31.8% |
| Participant deferral / active EE | $6,022 | $2,853+111.1% | $4,625+30.2% | $4,237+42.1% |
| Admin fee / account holder | $215 | $656-67.2% | $7,339-97.1% | $593-63.7% |