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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,375 | $57,651+32.5% | $112,229-31.9% | $71,457+6.9% |
| Participation rate | 79.7% | 58.9%+20.7pp | 72.4%+7.3pp | 67.9%+11.8pp |
| Annual return | 19.32% | 18.32%+1.0pp | 30.20%-10.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,528 | $1,913+84.4% | $3,430+2.9% | $2,588+36.3% |
| Participant deferral / active EE | $6,051 | $2,863+111.3% | $4,798+26.1% | $4,289+41.1% |
| Admin fee / account holder | $201 | $1,581-87.3% | $7,748-97.4% | $1,587-87.4% |