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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $57,800 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,412 | $42,353+45.0% | $79,550-22.8% | $64,808-5.2% |
| Participation rate | 97.2% | 64.8%+32.5pp | 69.5%+27.7pp | 71.5%+25.7pp |
| Annual return | -14.95% | -12.24%-2.7pp | 0.16%-15.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,076 | $1,181-8.9% | $2,413-55.4% | $2,506-57.1% |
| Participant deferral / active EE | $3,976 | $3,170+25.4% | $3,985-0.2% | $4,310-7.7% |
| Admin fee / account holder | $96 | $160-39.9% | $6,832-98.6% | $188-48.9% |