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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $55,263 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $23,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,837 | $54,193+34.4% | $93,606-22.2% | $77,643-6.2% |
| Participation rate | 94.8% | 63.9%+30.8pp | 68.7%+26.0pp | 70.6%+24.2pp |
| Annual return | 13.03% | 30.54%-17.5pp | 133.20%-120.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,110 | $1,168-5.0% | $2,420-54.1% | $2,726-59.3% |
| Participant deferral / active EE | $4,247 | $3,144+35.1% | $4,411-3.7% | $4,647-8.6% |
| Admin fee / account holder | $88 | $576-84.8% | $8,285-98.9% | $430-79.6% |