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.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $373,004 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $64,500 |
MOSS ADAMS LLP2 years Service code 27 · EIN 91-0189318 | Advisory (Plan) | $22,050 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Trustee (bank, trust company, or simi... | $689 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Trustee (... | $149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,699 | $84,993-9.8% | $129,995-41.0% | $80,160-4.3% |
| Participation rate | 90.7% | 79.5%+11.2pp | 78.5%+12.2pp | 72.9%+17.8pp |
| Annual return | 20.09% | 23.76%-3.7pp | -137.18%+157.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $3,529 | $3,051+15.7% | $4,320-18.3% | $2,978+18.5% |
| Participant deferral / active EE | $6,053 | $4,984+21.5% | $5,820+4.0% | $5,017+20.6% |
| Admin fee / account holder | $89 | $391-77.3% | $10,614-99.2% | $145-38.7% |