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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,566 |
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 | $64,512 | $43,504+48.3% | $68,793-6.2% | $56,287+14.6% |
| Participation rate | 97.4% | 67.8%+29.6pp | 72.2%+25.2pp | 69.9%+27.6pp |
| Annual return | -4.36% | -3.15%-1.2pp | -4.63%+0.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,681 | $1,525+75.8% | $2,625+2.1% | $2,111+27.0% |
| Participant deferral / active EE | $3,434 | $2,509+36.9% | $3,311+3.7% | $3,350+2.5% |
| Admin fee / account holder | $293 | $515-43.1% | $5,131-94.3% | $521-43.8% |