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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $217,696 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,127 | $78,339+84.0% | $85,682+68.2% | $93,030+54.9% |
| Participation rate | 76.4% | 72.5%+3.9pp | 69.9%+6.6pp | 73.9%+2.5pp |
| Annual return | 16.58% | 21.17%-4.6pp | 21.49%-4.9pp | 158.70%-142.1pp |
| Employer contribution / active EE | $2,129 | $2,560-16.8% | $2,618-18.7% | $2,706-21.3% |
| Participant deferral / active EE | $4,324 | $3,882+11.4% | $3,923+10.2% | $4,562-5.2% |
| Admin fee / account holder | $0 | $104-100.0% | $6,873-100.0% | $152-100.0% |