Filed October 21, 1992
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.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $14,351 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $14,175 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,124 | $81,900-63.2% | $119,609-74.8% | $68,494-56.0% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+14.9pp | 67.9%+26.3pp |
| Annual return | -10.82% | -23.82%+13.0pp | -14.97%+4.1pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,668 | $2,693+73.3% | $4,232+10.3% | $2,596+79.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $182 | $6,582-97.2% | $10,323-98.2% | $5,403-96.6% |