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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $80,134 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $75,706 |
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,544 | $44,734+167.2% | $99,443+20.2% | $67,579+76.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 73.8%+25.1pp | 71.3%+27.6pp |
| Annual return | 18.24% | 32.45%-14.2pp | 30.72%-12.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $2,952 | $1,261+134.2% | $2,540+16.2% | $2,148+37.4% |
| Participant deferral / active EE | $4,500 | $2,731+64.8% | $3,619+24.3% | $3,539+27.1% |
| Admin fee / account holder | $240 | $120+100.8% | $6,250-96.2% | $142+68.8% |