Filed May 16, 2006 (most recent of 2 filings on file)
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 | $34,354 |
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 | $70,476 | $81,537-13.6% | $149,718-52.9% | $69,631+1.2% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.1%+8.8pp | 70.7%+25.2pp |
| Annual return | 18.05% | 22.79%-4.7pp | 1501.63%-1483.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,042 | $3,239-37.0% | $5,445-62.5% | $2,032+0.5% |
| Participant deferral / active EE | $3,967 | $4,994-20.6% | $6,569-39.6% | $3,224+23.1% |
| Admin fee / account holder | $101 | $107-5.2% | $11,283-99.1% | $110-8.2% |