Filed October 27, 2008 (most recent of 2 filings on file)
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 5-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.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $156,322 |
REED SMITH LLP5+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $73,629 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 22 · EIN 26-4789150 | Insurance Broker | $36,152 |
PBMARES, LLP1 year Filed as: PBMARES,LLP Service code 10 · EIN 54-0737372 | Accounting | $24,040 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $181,069-100.0% | $179,713-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 31.2%-31.2pp | 47.4%-47.4pp |
| Annual return | 9.68% | 7.09%+2.6pp | 8.22%+1.5pp | 12.16%-2.5pp |
| Employer contribution / active EE | $0 | $53,926-100.0% | $46,636-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $1,392-100.0% | $17,640-100.0% |