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 CONSULTING4+ years Service code 16 · EIN 53-2484006 | Consulting | $94,380 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $6,925 |
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 | $234,966 | $48,576+383.7% | $169,463+38.7% | $56,287+317.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -6.82% | -2.51%-4.3pp | 1.83%-8.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $10,818 | $1,559+593.9% | $4,159+160.1% | $2,111+412.4% |
| Participant deferral / active EE | $0 | $3,275-100.0% | $5,277-100.0% | $3,350-100.0% |
| Admin fee / account holder | $664 | $435+52.7% | $9,109-92.7% | $521+27.5% |