Filed January 10, 2003
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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,587 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $8,163 |
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 | $57,104 | $33,745+69.2% | $64,105-10.9% | $55,191+3.5% |
| Participation rate | 90.5% | 59.4%+31.1pp | 68.2%+22.3pp | 69.2%+21.3pp |
| Annual return | 0.15% | 4.95%-4.8pp | 791.24%-791.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $780 | $641+21.6% | $1,820-57.2% | $1,899-58.9% |
| Participant deferral / active EE | $2,634 | $1,929+36.5% | $2,822-6.7% | $3,046-13.5% |
| Admin fee / account holder | $99 | $94+5.0% | $4,499-97.8% | $91+9.1% |