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 9-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.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $209,187 |
BENESYS, INC.6+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $127,800 |
ULLICO6+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $39,361 |
RVK, INC.1 year Filed as: RVK, INC Service code 17 · EIN 93-0910652 | Pension Consulting | $36,000 |
JOSEPH L. REINHART, PC6+ years Service code 29 · EIN 93-1162180 | Legal | $35,476 |
VIGILANT SERVICES, INC.1 year Filed as: VIGILANT SERVICES, INC Service code 24 · EIN 93-0877675 | Discretionary Trustee | $30,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $28,400 |
Filed as: JOSEPH H. HERRIE & ASSOCIATE Service code 22 · EIN 93-0692196 | Insurance Broker | $5,414 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,574 | $62,581-20.8% | $124,672-60.2% | $86,799-42.9% |
| Participation rate | 77.5% | 56.9%+20.7pp | 74.6%+2.9pp | 72.3%+5.2pp |
| Annual return | 20.44% | 26.67%-6.2pp | 5142.93%-5122.5pp | 97.91%-77.5pp |
| Employer contribution / active EE | $1,380 | $1,604-14.0% | $3,324-58.5% | $2,405-42.6% |
| Participant deferral / active EE | $1,302 | $2,725-52.2% | $4,614-71.8% | $4,131-68.5% |
| Admin fee / account holder | $180 | $170+6.0% | $7,493-97.6% | $170+6.0% |