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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $48,377 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $19,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,181 | $50,956+33.8% | $96,562-29.4% | $86,799-21.4% |
| Participation rate | 97.5% | 65.2%+32.2pp | 69.8%+27.6pp | 72.3%+25.2pp |
| Annual return | 14.04% | 21.27%-7.2pp | 37.78%-23.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,004 | $1,111-9.6% | $2,356-57.4% | $2,405-58.3% |
| Participant deferral / active EE | $3,646 | $2,954+23.4% | $3,849-5.3% | $4,131-11.7% |
| Admin fee / account holder | $84 | $166-49.3% | $6,181-98.6% | $170-50.4% |