Filed September 24, 2014 (most recent of 4 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.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0275641 | Actuarial | $308,406 |
THE VANGUARD GROUP, INC.1+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $136,697 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 28 · EIN 22-3180964 | Investment Management | $46,400 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $17,400 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.78% | -0.09%-1.7pp | -0.81%-1.0pp | 1.67%-3.5pp |
| Employer contribution / active EE | $2,627 | $11,440-77.0% | $38,425-93.2% | $10,506-75.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |