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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,144 |
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 | $64,848 | $80,005-18.9% | $140,016-53.7% | $55,725+16.4% |
| Participation rate | 96.0% | 87.0%+9.0pp | 87.5%+8.5pp | 70.9%+25.1pp |
| Annual return | -3.52% | 0.46%-4.0pp | 651.12%-654.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,962 | $3,403-42.3% | $5,606-65.0% | $2,078-5.6% |
| Participant deferral / active EE | $4,525 | $5,264-14.0% | $6,927-34.7% | $3,356+34.9% |
| Admin fee / account holder | $88 | $116-23.9% | $10,705-99.2% | $115-23.6% |