Filed November 6, 2009 (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 6-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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,109 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,672 | $72,994-40.2% | $120,354-63.7% | $77,643-43.8% |
| Participation rate | 99.7% | 55.2%+44.5pp | 71.9%+27.8pp | 70.6%+29.2pp |
| Annual return | 11.62% | 18.23%-6.6pp | 107.15%-95.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $4,958 | $1,793+176.5% | $3,463+43.2% | $2,726+81.9% |
| Participant deferral / active EE | $5,202 | $3,011+72.8% | $4,991+4.2% | $4,647+11.9% |
| Admin fee / account holder | $28 | $658-95.7% | $9,423-99.7% | $430-93.5% |