Filed May 5, 2003
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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $36,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,349 | $78,926+141.2% | $136,749+39.2% | $84,808+124.4% |
| Participation rate | 84.1% | 62.2%+21.9pp | 72.1%+12.0pp | 68.3%+15.8pp |
| Annual return | 11.46% | 18.17%-6.7pp | 24.33%-12.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $25,138 | $2,134+1077.9% | $3,400+639.5% | $2,631+855.5% |
| Participant deferral / active EE | $5,159 | $3,168+62.8% | $4,692+9.9% | $4,212+22.5% |
| Admin fee / account holder | $379 | $6,369-94.0% | $11,386-96.7% | $7,344-94.8% |