Filed June 21, 2005
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 | $15,800 |
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 | $133,467 | $75,183+77.5% | $123,892+7.7% | $55,167+141.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 81.4%-6.4pp | 69.0%+6.0pp |
| Annual return | 11.52% | 19.01%-7.5pp | 47.52%-36.0pp | 169.23%-157.7pp |
| Employer contribution / active EE | $3,375 | $2,823+19.5% | $4,617-26.9% | $1,963+72.0% |
| Participant deferral / active EE | $5,508 | $5,084+8.3% | $5,984-8.0% | $3,054+80.4% |
| Admin fee / account holder | $39 | $663-94.1% | $8,357-99.5% | $504-92.3% |