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.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $21,144 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $17,640 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,771 | $91,538-64.2% | $129,995-74.8% | $75,163-56.4% |
| Participation rate | 95.5% | 71.4%+24.0pp | 78.5%+17.0pp | 67.2%+28.3pp |
| Annual return | 12.71% | -631.11%+643.8pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,647 | $2,845+63.3% | $4,320+7.6% | $2,670+74.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $235 | $6,790-96.5% | $10,614-97.8% | $5,651-95.8% |