Filed February 4, 2005 (most recent of 3 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 Service code 15 · EIN 91-0675641 | Recordkeeping | $7,427 |
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 | $137,725 | $84,784+62.4% | $98,439+39.9% | $74,419+85.1% |
| Participation rate | 78.0% | 81.5%-3.5pp | 75.2%+2.9pp | 70.7%+7.3pp |
| Annual return | 12.89% | 20.59%-7.7pp | 21.16%-8.3pp | 34.38%-21.5pp |
| Employer contribution / active EE | $17,564 | $3,364+422.1% | $3,048+476.3% | $2,637+566.0% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $8 | $204-95.9% | $8,948-99.9% | $348-97.6% |