Filed November 9, 2005
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 |
|---|---|---|
JAMES MARTIN CONSULTING1+ years Service code 16 · EIN 53-2484006 | Consulting | $83,800 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $8,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,903 | $45,283+356.9% | $155,790+32.8% | $52,331+295.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 76.1%+23.9pp | 68.1%+31.9pp |
| Annual return | -1.26% | 1.80%-3.1pp | 71.54%-72.8pp | 4.54%-5.8pp |
| Employer contribution / active EE | $10,002 | $1,329+652.7% | $3,836+160.7% | $1,882+431.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $4,797-100.0% | $3,022-100.0% |
| Admin fee / account holder | $613 | $981-37.5% | $7,478-91.8% | $592+3.7% |