Filed December 30, 2005 (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.11+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $255,412 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 41-1921960 | Advisory (Plan) | $63,930 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $20,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,645 | $94,876-46.6% | $82,389-38.5% | $102,872-50.8% |
| Participation rate | 97.0% | 70.6%+26.4pp | 69.5%+27.4pp | 73.0%+24.0pp |
| Annual return | 15.08% | 17.83%-2.8pp | 28.67%-13.6pp | 19.06%-4.0pp |
| Employer contribution / active EE | $1,580 | $3,789-58.3% | $2,517-37.2% | $3,526-55.2% |
| Participant deferral / active EE | $3,914 | $4,496-13.0% | $4,155-5.8% | $5,535-29.3% |
| Admin fee / account holder | $155 | $214-27.5% | $7,231-97.9% | $292-46.9% |