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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,281 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $133,890 | $73,102+83.2% | $123,544+8.4% | $56,287+137.9% |
| Participation rate | 71.0% | 74.3%-3.3pp | 82.3%-11.3pp | 69.9%+1.2pp |
| Annual return | -4.03% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,477 | $2,977+16.8% | $4,628-24.9% | $2,111+64.7% |
| Participant deferral / active EE | $5,318 | $5,423-1.9% | $6,426-17.2% | $3,350+58.8% |
| Admin fee / account holder | $85 | $554-84.6% | $9,284-99.1% | $521-83.6% |