Filed September 2, 2008 (most recent of 5 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 9-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 Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $32,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,312 | $52,122-34.2% | $104,294-67.1% | $64,808-47.1% |
| Participation rate | 88.6% | 56.0%+32.6pp | 73.3%+15.4pp | 71.5%+17.2pp |
| Annual return | -9.26% | 13.26%-22.5pp | 24.61%-33.9pp | 32.82%-42.1pp |
| Employer contribution / active EE | $1,475 | $1,627-9.4% | $3,372-56.3% | $2,506-41.2% |
| Participant deferral / active EE | $2,145 | $2,823-24.0% | $4,625-53.6% | $4,310-50.2% |
| Admin fee / account holder | $171 | $155+10.9% | $7,339-97.7% | $188-8.7% |