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 CONSULTING8+ years Service code 16 · EIN 53-2484006 | Consulting | $108,410 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $7,664 |
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 | $297,826 | $59,159+403.4% | $159,960+86.2% | $66,914+345.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -13.29% | -12.26%-1.0pp | 408.60%-421.9pp | 1.58%-14.9pp |
| Employer contribution / active EE | $13,021 | $1,983+556.7% | $4,226+208.1% | $2,544+411.8% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,182-100.0% | $4,237-100.0% |
| Admin fee / account holder | $813 | $591+37.6% | $8,698-90.7% | $593+37.0% |