Filed March 8, 2019 (most recent of 6 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.2 years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $68,885 |
Filed as: INC IRA GROUP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,476 | $132,049-47.4% | $200,582-65.4% | $74,304-6.5% |
| Participation rate | 97.0% | 84.1%+12.9pp | 86.9%+10.1pp | 60.3%+36.6pp |
| Annual return | 16.40% | 22.22%-5.8pp | 42.33%-25.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,011 | $4,558-33.9% | $6,419-53.1% | $2,241+34.4% |
| Participant deferral / active EE | $6,993 | $7,213-3.1% | $9,331-25.1% | $3,767+85.6% |
| Admin fee / account holder | $334 | $2,405-86.1% | $16,305-98.0% | $2,969-88.7% |