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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,370 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17,022 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,798 | $64,286+3.9% | $90,951-26.6% | $73,409-9.0% |
| Participation rate | 98.1% | 63.6%+34.6pp | 69.0%+29.1pp | 72.2%+26.0pp |
| Annual return | 13.99% | 21.45%-7.5pp | 134.60%-120.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $952 | $895+6.4% | $2,122-55.1% | $2,234-57.4% |
| Participant deferral / active EE | $3,329 | $2,453+35.7% | $3,373-1.3% | $3,805-12.5% |
| Admin fee / account holder | $90 | $287-68.6% | $5,959-98.5% | $158-42.9% |