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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $145,662 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,526 | $86,897-13.1% | $151,611-50.2% | $64,808+16.5% |
| Participation rate | 96.5% | 87.3%+9.3pp | 87.5%+9.0pp | 71.5%+25.1pp |
| Annual return | -16.31% | -3.57%-12.7pp | 3.33%-19.6pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,664 | $4,010-33.6% | $6,166-56.8% | $2,506+6.3% |
| Participant deferral / active EE | $6,040 | $6,690-9.7% | $8,363-27.8% | $4,310+40.1% |
| Admin fee / account holder | $295 | $153+92.8% | $11,616-97.5% | $188+57.0% |