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.1 year Filed as: MILLIMAN INC Service code 64 · EIN 91-0675641 | Recordkeeping Fees | $88,483 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 64 · EIN 43-1685158 | Recordkeeping Fees | $39,056 |
HOGANTAYLOR LLP1 year Service code 64 · EIN 73-1413977 | Recordkeeping Fees | $16,900 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,435 | $59,054+87.0% | $97,226+13.6% | $77,643+42.2% |
| Participation rate | 96.0% | 67.9%+28.2pp | 72.7%+23.4pp | 70.6%+25.5pp |
| Annual return | 13.63% | 16.96%-3.3pp | 75.13%-61.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $5,764 | $1,742+230.9% | $2,729+111.2% | $2,726+111.4% |
| Participant deferral / active EE | $4,188 | $3,930+6.6% | $4,264-1.8% | $4,647-9.9% |
| Admin fee / account holder | $199 | $346-42.5% | $5,654-96.5% | $430-53.8% |