Filed March 5, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $174,767 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
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 | $123,859 | $74,462+66.3% | $81,983+51.1% | $90,288+37.2% |
| Participation rate | 77.0% | 69.7%+7.4pp | 69.2%+7.8pp | 73.4%+3.7pp |
| Annual return | 16.87% | 17.56%-0.7pp | 41.31%-24.4pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,844 | $2,334-21.0% | $2,498-26.2% | $2,524-26.9% |
| Participant deferral / active EE | $3,972 | $3,602+10.3% | $3,722+6.7% | $4,232-6.1% |
| Admin fee / account holder | $0 | $98-100.0% | $5,664-100.0% | $114-100.0% |