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 CONSULTING3+ years Service code 16 · EIN 53-2484006 | Consulting | $87,600 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $10,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,629 | $52,639+398.9% | $185,117+41.9% | $62,292+321.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.06% | 19.57%-3.5pp | 40.50%-24.4pp | 28.90%-12.8pp |
| Employer contribution / active EE | $10,715 | $1,483+622.7% | $4,182+156.3% | $2,042+424.7% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $657 | $374+75.8% | $8,159-92.0% | $479+37.0% |