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.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $91,010 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $71,597 |
HOGANTAYLOR LLP6 years Filed as: HOGAN TAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $15,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,376 | $49,808+121.6% | $95,745+15.3% | $74,419+48.3% |
| Participation rate | 97.9% | 66.6%+31.4pp | 72.3%+25.7pp | 70.7%+27.2pp |
| Annual return | 14.03% | 24.91%-10.9pp | 28.35%-14.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $4,178 | $1,639+154.9% | $2,835+47.4% | $2,637+58.4% |
| Participant deferral / active EE | $5,819 | $3,739+55.6% | $4,245+37.1% | $4,528+28.5% |
| Admin fee / account holder | $275 | $311-11.4% | $5,678-95.1% | $348-20.8% |