Filed January 26, 2009 (most recent of 3 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 8-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 Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $19,064 |
FRANCIS LLC4+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $17,236 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $3,129 |
MATRIX TRUST COMPANY4+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $2,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,390 | $43,504+140.0% | $68,793+51.7% | $56,287+85.5% |
| Participation rate | 43.8% | 67.8%-24.1pp | 72.2%-28.5pp | 69.9%-26.1pp |
| Annual return | -3.11% | -3.15%0pp | -4.63%+1.5pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,660 | $1,525+74.4% | $2,625+1.3% | $2,111+26.0% |
| Participant deferral / active EE | $1,873 | $2,509-25.3% | $3,311-43.4% | $3,350-44.1% |
| Admin fee / account holder | $424 | $515-17.7% | $5,131-91.7% | $521-18.6% |