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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $46,255 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $14,814 |
Service code 19 | Securities Custodian | $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 | $62,731 | $40,174+56.1% | $84,015-25.3% | $67,579-7.2% |
| Participation rate | 92.4% | 62.7%+29.7pp | 69.0%+23.4pp | 71.3%+21.1pp |
| Annual return | 68.88% | 25.82%+43.1pp | 71.31%-2.4pp | 378.56%-309.7pp |
| Employer contribution / active EE | $873 | $808+8.1% | $1,983-56.0% | $2,148-59.4% |
| Participant deferral / active EE | $3,007 | $2,301+30.7% | $3,239-7.2% | $3,539-15.0% |
| Admin fee / account holder | $86 | $128-33.3% | $6,101-98.6% | $142-39.8% |