Filed December 8, 1994
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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,005 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,744 | $46,072+40.5% | $70,014-7.5% | $55,167+17.4% |
| Participation rate | 97.0% | 67.5%+29.6pp | 71.8%+25.2pp | 69.0%+28.0pp |
| Annual return | 5.63% | 8.68%-3.0pp | 12.99%-7.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,359 | $1,500+57.2% | $2,338+0.9% | $1,963+20.2% |
| Participant deferral / active EE | $3,226 | $2,344+37.7% | $2,931+10.1% | $3,054+5.6% |
| Admin fee / account holder | $415 | $428-2.9% | $4,380-90.5% | $504-17.6% |