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.4+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $134,287 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 777 EAST WISCONSIN AVENUE · MILWUAKEE, WI 53202 | Advisory (Plan) | $78,722 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $34,752 |
ASCENSUS LLC4+ years Filed as: MEANS & ASSOCIATES, LLC Service code 16 · EIN 33-0802604 | Consulting | $19,250 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,125 | $407,990-86.5% | $121,196-54.5% | $75,289-26.8% |
| Participation rate | 93.2% | 59.5%+33.7pp | 71.7%+21.5pp | 72.4%+20.8pp |
| Annual return | -5.64% | 2.93%-8.6pp | 16.93%-22.6pp | -0.04%-5.6pp |
| Employer contribution / active EE | $2,432 | $1,846+31.7% | $4,022-39.5% | $2,405+1.1% |
| Participant deferral / active EE | $3,255 | $2,201+47.9% | $3,344-2.7% | $3,739-12.9% |
| Admin fee / account holder | $179 | $455-60.6% | $5,019-96.4% | $102+75.1% |