Filed October 18, 2004 (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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $114,106 |
COOK STREET CONSULTING1+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,801 | $33,232-25.4% | $71,796-65.5% | $63,975-61.2% |
| Participation rate | 33.3% | 60.1%-26.9pp | 69.1%-35.9pp | 71.1%-37.9pp |
| Annual return | 9.63% | 11.99%-2.4pp | 78.04%-68.4pp | 48.65%-39.0pp |
| Employer contribution / active EE | $332 | $723-54.0% | $1,924-82.7% | $2,182-84.8% |
| Participant deferral / active EE | $1,210 | $1,604-24.6% | $2,794-56.7% | $3,356-64.0% |
| Admin fee / account holder | $142 | $63+123.6% | $4,815-97.1% | $70+101.6% |