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 |
|---|---|---|
Service code 33 · EIN 13-5674085 | Sub-transfer agency fees; Other servi... | $486,756 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $106,382 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $36,778 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $33,375 |
See 1 actuary disclosure. $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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 14.27% | 13.54%+0.7pp | 13.48%+0.8pp | 16.32%-2.1pp |
| Employer contribution / active EE | $47,178 | $37,659+25.3% | $47,067+0.2% | $17,007+177.4% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |