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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,935 |
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 | $12,537 | $60,124-79.1% | $90,404-86.1% | $79,858-84.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.85% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,455 | $2,068-29.6% | $3,262-55.4% | $2,471-41.1% |
| Participant deferral / active EE | $1,083 | $2,938-63.1% | $3,963-72.7% | $3,740-71.0% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |