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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $590,585 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $0 |
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 | $70,920 | $65,292+8.6% | $71,671-1.0% | $77,958-9.0% |
| Participation rate | 96.9% | 67.4%+29.5pp | 68.7%+28.2pp | 71.6%+25.2pp |
| Annual return | 13.91% | 21.25%-7.3pp | 20.65%-6.7pp | 20.87%-7.0pp |
| Employer contribution / active EE | $3,735 | $2,085+79.2% | $2,460+51.9% | $2,310+61.7% |
| Participant deferral / active EE | $3,078 | $3,008+2.3% | $3,438-10.5% | $3,537-13.0% |
| Admin fee / account holder | $98 | $84+15.6% | $5,558-98.2% | $97+0.3% |