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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $120,204 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,537 |
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 | $22,904 | $38,833-41.0% | $78,778-70.9% | $77,958-70.6% |
| Participation rate | 39.4% | 60.9%-21.5pp | 69.2%-29.8pp | 71.6%-32.2pp |
| Annual return | 20.20% | 20.31%-0.1pp | 35.62%-15.4pp | 20.87%-0.7pp |
| Employer contribution / active EE | $307 | $840-63.4% | $1,986-84.5% | $2,310-86.7% |
| Participant deferral / active EE | $1,128 | $1,776-36.5% | $2,958-61.9% | $3,537-68.1% |
| Admin fee / account holder | $100 | $89+12.4% | $5,134-98.1% | $97+2.7% |