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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $15,698 |
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 | $146,370 | $80,753+81.3% | $136,294+7.4% | $62,292+135.0% |
| Participation rate | 75.7% | 73.5%+2.2pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 15.42% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $3,814 | $2,884+32.3% | $4,695-18.8% | $2,042+86.8% |
| Participant deferral / active EE | $5,679 | $5,164+10.0% | $6,247-9.1% | $3,169+79.2% |
| Admin fee / account holder | $38 | $525-92.8% | $9,243-99.6% | $479-92.1% |