Filed January 6, 2006
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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 25 · EIN 75-3182674 | Directed Trustee | $50,597 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $5,492 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $151,319 | $155,795-2.9% | $136,294+11.0% | $69,631+117.3% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 17.03% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,310 | $2,991+44.1% | $4,695-8.2% | $2,032+112.1% |
| Participant deferral / active EE | $10,590 | $5,394+96.3% | $6,247+69.5% | $3,224+228.5% |
| Admin fee / account holder | -$2 | $128-101.5% | $9,243-100.0% | $110-101.7% |