Filed July 18, 2006 (most recent of 2 filings on file)
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 Service code 15 · EIN 91-0675641 | Recordkeeping | $567,947 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $0 |
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 | $67,757 | $168,231-59.7% | $67,834-0.1% | $63,975+5.9% |
| Participation rate | 92.5% | 66.8%+25.7pp | 68.8%+23.7pp | 71.1%+21.4pp |
| Annual return | 8.40% | 11.76%-3.4pp | 138.47%-130.1pp | 48.65%-40.3pp |
| Employer contribution / active EE | $3,651 | $1,907+91.4% | $2,403+51.9% | $2,182+67.3% |
| Participant deferral / active EE | $2,729 | $2,827-3.5% | $3,160-13.6% | $3,356-18.7% |
| Admin fee / account holder | $93 | $81+16.1% | $4,622-98.0% | $70+32.8% |