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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $137,030 |
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 | $85,090 | $100,227-15.1% | $169,993-49.9% | $74,419+14.3% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.0%+9.4pp | 70.7%+25.7pp |
| Annual return | 20.82% | 66.08%-45.3pp | 53.37%-32.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $2,782 | $4,263-34.8% | $6,785-59.0% | $2,637+5.5% |
| Participant deferral / active EE | $6,170 | $7,143-13.6% | $10,408-40.7% | $4,528+36.3% |
| Admin fee / account holder | $257 | $234+9.5% | $12,815-98.0% | $348-26.2% |