Filed February 11, 2011
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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $285,389 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,091 | $89,274-45.0% | $149,718-67.2% | $77,958-37.0% |
| Participation rate | 93.3% | 87.6%+5.6pp | 87.1%+6.2pp | 71.6%+21.6pp |
| Annual return | 18.34% | 20.36%-2.0pp | 1501.63%-1483.3pp | 20.87%-2.5pp |
| Employer contribution / active EE | $1,558 | $3,727-58.2% | $5,445-71.4% | $2,310-32.6% |
| Participant deferral / active EE | $4,778 | $5,382-11.2% | $6,569-27.3% | $3,537+35.1% |
| Admin fee / account holder | $73 | $240-69.7% | $11,283-99.4% | $97-25.4% |