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.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $344,254 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $65,707 |
MOSS ADAMS LLP3 years Service code 27 · EIN 91-0189318 | Advisory (Plan) | $22,050 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $339 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Tr... | $82 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,794 | $2,679,533-96.7% | $164,813-46.7% | $199,593-56.0% |
| Participation rate | 90.3% | 78.3%+12.0pp | 78.6%+11.7pp | 72.0%+18.3pp |
| Annual return | 14.13% | 17.93%-3.8pp | 69.93%-55.8pp | 34.25%-20.1pp |
| Employer contribution / active EE | $3,367 | $2,970+13.4% | $4,341-22.4% | $3,034+11.0% |
| Participant deferral / active EE | $5,914 | $5,010+18.1% | $6,031-1.9% | $5,087+16.3% |
| Admin fee / account holder | $82 | $1,982-95.9% | $12,690-99.4% | $269-69.4% |