Filed July 24, 2013
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 year Service code 15 · EIN 91-0675641 | Recordkeeping | $21,772 |
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 | $46,418 | $54,121-14.2% | $134,143-65.4% | $73,409-36.8% |
| Participation rate | 88.3% | 64.4%+23.9pp | 72.2%+16.1pp | 72.2%+16.1pp |
| Annual return | 16.88% | -312.52%+329.4pp | 36.33%-19.4pp | 59.29%-42.4pp |
| Employer contribution / active EE | $700 | $1,402-50.1% | $3,704-81.1% | $2,234-68.7% |
| Participant deferral / active EE | $2,987 | $2,844+5.0% | $3,499-14.6% | $3,805-21.5% |
| Admin fee / account holder | $62 | $132-52.9% | $6,684-99.1% | $158-60.5% |