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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $646,794 |
RUSSELL TRUST COMPANY3+ 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 | $64,805 | $57,606+12.5% | $67,313-3.7% | $75,289-13.9% |
| Participation rate | 95.6% | 68.2%+27.4pp | 69.1%+26.5pp | 72.4%+23.2pp |
| Annual return | -5.78% | -0.47%-5.3pp | -4.08%-1.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $3,693 | $2,206+67.4% | $2,566+43.9% | $2,405+53.6% |
| Participant deferral / active EE | $3,481 | $3,195+9.0% | $3,568-2.5% | $3,739-6.9% |
| Admin fee / account holder | $75 | $83-9.8% | $4,507-98.3% | $102-27.0% |