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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $25,224 |
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 | $63,929 | $50,385+26.9% | $75,670-15.5% | $62,292+2.6% |
| Participation rate | 94.4% | 67.7%+26.7pp | 72.3%+22.1pp | 69.5%+24.9pp |
| Annual return | 15.81% | 19.90%-4.1pp | 27.34%-11.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,659 | $1,537+72.9% | $2,352+13.0% | $2,042+30.2% |
| Participant deferral / active EE | $3,301 | $2,445+35.0% | $3,142+5.1% | $3,169+4.2% |
| Admin fee / account holder | $227 | $384-40.9% | $5,800-96.1% | $479-52.6% |