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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $166,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,066 | $129,021-23.2% | $184,203-46.2% | $77,643+27.6% |
| Participation rate | 94.5% | 87.3%+7.2pp | 86.8%+7.7pp | 70.6%+23.9pp |
| Annual return | 15.28% | 33.27%-18.0pp | 28.81%-13.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,060 | $4,413-30.7% | $6,427-52.4% | $2,726+12.3% |
| Participant deferral / active EE | $7,103 | $7,297-2.7% | $9,131-22.2% | $4,647+52.8% |
| Admin fee / account holder | $379 | $254+49.1% | $13,901-97.3% | $430-12.0% |