Filed January 4, 2022 (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 | $329,349 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $65,375 |
PERKINS & CO1 year Filed as: PERKINS & COMPANY Service code 27 · EIN 93-0928924 | Advisory (Plan) | $27,341 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $52 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Trustee (... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,794 | $91,746+1.1% | $146,665-36.7% | $93,030-0.3% |
| Participation rate | 82.8% | 80.9%+1.9pp | 80.1%+2.8pp | 73.9%+8.9pp |
| Annual return | 14.43% | 18.28%-3.8pp | 22.74%-8.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $2,958 | $2,815+5.1% | $4,136-28.5% | $2,706+9.3% |
| Participant deferral / active EE | $5,239 | $4,589+14.2% | $5,506-4.9% | $4,562+14.8% |
| Admin fee / account holder | $105 | $101+3.8% | $10,280-99.0% | $152-30.7% |