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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $47,615 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,131 | $53,165+26.3% | $86,188-22.1% | $74,419-9.8% |
| Participation rate | 94.0% | 64.9%+29.1pp | 69.0%+25.0pp | 70.7%+23.2pp |
| Annual return | 16.93% | 22.64%-5.7pp | 1168.45%-1151.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,068 | $1,210-11.7% | $2,380-55.1% | $2,637-59.5% |
| Participant deferral / active EE | $4,032 | $3,234+24.7% | $3,985+1.2% | $4,528-10.9% |
| Admin fee / account holder | $72 | $551-87.0% | $6,852-99.0% | $348-79.4% |