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 |
|---|---|---|
FIIOC1 year Filed as: FIIOC INC Service code 37 · EIN 04-2647786 | Loan Processing | $28,166 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $26,000 |
CROWE LLP1 year Filed as: CROWE, LLC Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $4,466 |
MATRIX TRUST COMPANY2 years Service code 25 · EIN 75-3182674 | Directed Trustee | $2,411 |
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 | $143,372 | $75,388+90.2% | $123,544+16.0% | $55,725+157.3% |
| Participation rate | 89.0% | 75.7%+13.3pp | 82.3%+6.7pp | 70.9%+18.1pp |
| Annual return | -4.40% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $4,749 | $3,063+55.0% | $4,628+2.6% | $2,078+128.5% |
| Participant deferral / active EE | $12,376 | $5,651+119.0% | $6,426+92.6% | $3,356+268.8% |
| Admin fee / account holder | $6 | $120-94.9% | $9,284-99.9% | $115-94.7% |