See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $2,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,847 | $54,762-83.8% | $90,281-90.2% | $72,985-87.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.84% | 30.63%-5.8pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,400 | $2,092-33.1% | $2,854-50.9% | $2,440-42.6% |
| Participant deferral / active EE | $714 | $2,887-75.3% | $3,885-81.6% | $3,607-80.2% |
| Admin fee / account holder | $20 | $3,972-99.5% | $5,351-99.6% | $5,124-99.6% |