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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $52,832 |
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 | $80,728 | $88,515-8.8% | $162,163-50.2% | $67,579+19.5% |
| Participation rate | 94.9% | 86.8%+8.1pp | 87.6%+7.3pp | 71.3%+23.6pp |
| Annual return | 23.49% | 27.04%-3.6pp | 115.59%-92.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,276 | $3,563-36.1% | $5,614-59.5% | $2,148+6.0% |
| Participant deferral / active EE | $5,032 | $5,724-12.1% | $7,298-31.1% | $3,539+42.2% |
| Admin fee / account holder | $145 | $124+17.4% | $10,843-98.7% | $142+2.0% |