Filed October 18, 2004
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 11 · EIN 91-0675641 | Actuarial | $44,716 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,750 |
COMERICA BANK6+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $11,397 |
BEACH FREEMAN LIM & CLELAND LLP6+ years Filed as: BEACH, FLEISCHMANN & CO. Service code 10 · EIN 86-0683059 | Accounting | $11,100 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 14.65% | 9.93%+4.7pp | -2.84%+17.5pp | 9.29%+5.4pp |
| Employer contribution / active EE | $2,900 | $11,565-74.9% | $33,329-91.3% | $15,168-80.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |