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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $386,608 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $64,500 |
MOSS ADAMS LLP1 year Service code 27 · EIN 91-0189318 | Advisory (Plan) | $18,900 |
PERKINS & CO2 years Filed as: PERKINS & COMPANY Service code 27 · EIN 93-0928924 | Advisory (Plan) | $1,456 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $340 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (directed); Shareholder servi... | $65 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,055 | $84,000-21.4% | $119,609-44.8% | $77,904-15.2% |
| Participation rate | 86.6% | 77.8%+8.8pp | 79.3%+7.3pp | 73.7%+12.9pp |
| Annual return | -16.15% | -11.59%-4.6pp | -14.97%-1.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,097 | $2,907+6.5% | $4,232-26.8% | $2,848+8.8% |
| Participant deferral / active EE | $5,312 | $4,705+12.9% | $5,602-5.2% | $4,806+10.5% |
| Admin fee / account holder | $97 | $116-16.2% | $10,323-99.1% | $133-26.8% |