Filed June 6, 2008
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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,029 |
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $22,500 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $11,985 |
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 | $71,479 | $60,165+18.8% | $74,183-3.6% | $55,167+29.6% |
| Participation rate | 96.8% | 74.2%+22.6pp | 76.6%+20.2pp | 69.0%+27.8pp |
| Annual return | 6.38% | 10.00%-3.6pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,538 | $1,600+58.7% | $2,370+7.1% | $1,963+29.3% |
| Participant deferral / active EE | $7,983 | $2,973+168.5% | $3,550+124.9% | $3,054+161.4% |
| Admin fee / account holder | $224 | $419-46.7% | $5,586-96.0% | $504-55.6% |