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 CONSULTING5+ years Service code 16 · EIN 53-2484006 | Consulting | $96,600 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $7,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $284,807 | $56,972+399.9% | $182,532+56.0% | $65,185+336.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 18.88% | 27.67%-8.8pp | 148.54%-129.7pp | 29.38%-10.5pp |
| Employer contribution / active EE | $11,656 | $1,615+622.0% | $4,076+186.0% | $2,177+435.5% |
| Participant deferral / active EE | $0 | $3,526-100.0% | $5,524-100.0% | $3,514-100.0% |
| Admin fee / account holder | $694 | $528+31.5% | $8,592-91.9% | $847-18.0% |