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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $188,991 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,944 | $63,321+79.9% | $68,791+65.6% | $77,904+46.3% |
| Participation rate | 71.3% | 71.1%+0.2pp | 69.0%+2.3pp | 73.7%-2.4pp |
| Annual return | -15.74% | -6.50%-9.2pp | -6.38%-9.4pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,249 | $2,794-19.5% | $2,655-15.3% | $2,848-21.0% |
| Participant deferral / active EE | $4,387 | $4,029+8.9% | $3,941+11.3% | $4,806-8.7% |
| Admin fee / account holder | $0 | $104-100.0% | $4,932-100.0% | $133-100.0% |