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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,179 |
AGRI-INVEST, LLC2 years Service code 28 · EIN 16-1558455 | Investment Management | $5,636 |
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 | $91,523 | $54,590+67.7% | $81,930+11.7% | $73,488+24.5% |
| Participation rate | 95.5% | 68.3%+27.2pp | 72.0%+23.5pp | 70.7%+24.9pp |
| Annual return | 18.62% | 17.74%+0.9pp | 29.49%-10.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $3,014 | $1,636+84.3% | $4,310-30.1% | $2,270+32.8% |
| Participant deferral / active EE | $3,709 | $2,759+34.4% | $7,107-47.8% | $3,740-0.8% |
| Admin fee / account holder | $287 | $592-51.5% | $5,158-94.4% | $513-44.1% |