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 CONSULTING6+ years Service code 16 · EIN 53-2484006 | Consulting | $94,550 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $5,985 |
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 | $323,553 | $62,132+420.7% | $185,823+74.1% | $73,488+340.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 13.57% | 20.44%-6.9pp | 35.95%-22.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $12,229 | $1,681+627.4% | $4,087+199.2% | $2,270+438.7% |
| Participant deferral / active EE | $0 | $3,711-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $659 | $419+57.5% | $9,500-93.1% | $513+28.5% |