Filed February 1, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 8500 NORMANDALE LAKE BLVD STE 1850 · MINNEAPOLIS, MN 55437 | Recordkeeping | $128,843 |
AMERICAN FUNDS1+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-1921960 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $27,341 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 21 · EIN 75-1382674 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $13,116 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,137 | $38,925-56.0% | $73,843-76.8% | $55,191-69.0% |
| Participation rate | 98.0% | 66.0%+31.9pp | 73.4%+24.5pp | 69.2%+28.8pp |
| Annual return | 0.19% | 6.31%-6.1pp | 2267.84%-2267.7pp | 10.78%-10.6pp |
| Employer contribution / active EE | $985 | $1,695-41.9% | $2,787-64.7% | $1,899-48.1% |
| Participant deferral / active EE | $1,890 | $2,351-19.6% | $3,583-47.3% | $3,046-38.0% |
| Admin fee / account holder | $115 | $83+39.2% | $4,880-97.6% | $91+27.1% |