Filed August 5, 2008 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $240,046 |
Filed as: ACCELL AUDIT & COMPLIANCE, P.A. Service code 10 · EIN 27-0563459 | Accounting | $12,000 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 49 · EIN 91-0675641 | Other Services | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,337 | $59,339-11.8% | $149,673-65.0% | $103,482-49.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 78.8%+21.2pp | 73.3%+26.7pp |
| Annual return | 17.62% | 77.78%-60.2pp | 134.42%-116.8pp | 33.11%-15.5pp |
| Employer contribution / active EE | $5,567 | $2,178+155.6% | $4,818+15.5% | $3,208+73.5% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $31 | $103-69.8% | $13,210-99.8% | $114-72.8% |