Filed July 22, 2013 (most recent of 2 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 Service code 15 · EIN 91-0675641 | Recordkeeping | $85,321 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $78,739 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $11,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,623 | $37,591+196.9% | $90,645+23.1% | $55,725+100.3% |
| Participation rate | 99.6% | 66.4%+33.2pp | 74.0%+25.5pp | 70.9%+28.7pp |
| Annual return | -2.79% | -3.20%+0.4pp | 1.88%-4.7pp | 244.93%-247.7pp |
| Employer contribution / active EE | $3,003 | $1,302+130.7% | $2,532+18.6% | $2,078+44.5% |
| Participant deferral / active EE | $4,229 | $2,643+60.0% | $3,425+23.5% | $3,356+26.0% |
| Admin fee / account holder | $328 | $100+228.2% | $4,994-93.4% | $115+184.8% |