Filed September 11, 1995
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+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $671,010 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $88,000 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER & TIDWELL L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $26,000 |
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 | $99,514 | $88,581+12.3% | $74,183+34.1% | $65,292+52.4% |
| Participation rate | 96.3% | 86.2%+10.2pp | 76.6%+19.7pp | 72.4%+23.9pp |
| Annual return | 6.71% | 11.72%-5.0pp | 17.74%-11.0pp | 11.84%-5.1pp |
| Employer contribution / active EE | $3,365 | $3,021+11.4% | $2,370+42.0% | $2,302+46.2% |
| Participant deferral / active EE | $5,000 | $4,898+2.1% | $3,550+40.9% | $3,579+39.7% |
| Admin fee / account holder | $110 | $60+84.4% | $5,586-98.0% | $57+92.3% |