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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $91,947 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $76,265 |
HOGANTAYLOR LLP5 years Filed as: HOGAN TAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,653 | $42,901+136.9% | $91,220+11.4% | $64,808+56.9% |
| Participation rate | 98.7% | 68.1%+30.5pp | 73.2%+25.5pp | 71.5%+27.2pp |
| Annual return | -12.70% | -13.53%+0.8pp | 114.01%-126.7pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,875 | $1,571+146.7% | $2,850+36.0% | $2,506+54.6% |
| Participant deferral / active EE | $5,382 | $3,501+53.7% | $4,234+27.1% | $4,310+24.9% |
| Admin fee / account holder | $286 | $131+118.0% | $5,420-94.7% | $188+52.2% |