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 | $128,603-46.0% | $197,124-64.8% | $67,986+2.2% |
| Participation rate | 97.0% | 81.7%+15.3pp | 86.7%+10.3pp | 57.2%+39.8pp |
| Annual return | 16.40% | 23.77%-7.4pp | 44.34%-27.9pp | 31.67%-15.3pp |
| Employer contribution / active EE | $3,011 | $4,379-31.2% | $6,227-51.6% | $2,019+49.2% |
| Participant deferral / active EE | $6,993 | $6,840+2.2% | $9,135-23.4% | $3,358+108.2% |
| Admin fee / account holder | $334 | $3,035-89.0% | $16,298-97.9% | $3,203-89.6% |