Filed November 16, 2000
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 Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $39,505 |
ARMANINO LLP2+ years Filed as: ARMININO LLP Service code 10 · EIN 94-6214841 | Accounting | $19,559 |
RVK, INC.2+ years Filed as: RV KUHNS & ASSOCIATES Service code 20 · EIN 93-0910652 | Trustee (individual) | $16,875 |
NORTHERN TRUST COMPANY2+ years Service code 26 · EIN 36-1561860 | Advisory (Participants) | $11,601 |
See 1 actuary disclosure. $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.
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 | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 6.91% | 3.08%+3.8pp | 4.07%+2.8pp | 4.56%+2.3pp |
| Employer contribution / active EE | $3,346 | $13,461-75.1% | $45,149-92.6% | $15,526-78.4% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |