Filed January 25, 2006 (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 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.10+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $495,037 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $86,338 |
ASCENSUS LLC10+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $41,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,632 | $110,299-6.0% | $102,423+1.2% | $199,593-48.1% |
| Participation rate | 96.8% | 86.3%+10.5pp | 76.5%+20.3pp | 72.0%+24.8pp |
| Annual return | 16.06% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,131 | $3,603-13.1% | $3,023+3.6% | $3,034+3.2% |
| Participant deferral / active EE | $5,665 | $6,376-11.1% | $5,053+12.1% | $5,087+11.4% |
| Admin fee / account holder | $112 | $122-8.8% | $9,451-98.8% | $269-58.5% |