Filed April 30, 2014
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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $146,439 |
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 | $25,852 | $35,600-27.4% | $87,507-70.5% | $63,975-59.6% |
| Participation rate | 79.5% | 56.1%+23.4pp | 73.8%+5.7pp | 71.1%+8.4pp |
| Annual return | 7.48% | 17.86%-10.4pp | 12.21%-4.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $828 | $854-3.1% | $2,550-67.5% | $2,182-62.1% |
| Participant deferral / active EE | $867 | $1,660-47.8% | $3,149-72.5% | $3,356-74.2% |
| Admin fee / account holder | $17 | $51-66.4% | $4,221-99.6% | $70-75.8% |