Filed April 29, 2006 (most recent of 2 filings on file)
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 8-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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,800 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,535 | $68,408-51.0% | $57,179-41.4% | $57,658-41.8% |
| Participation rate | 71.8% | 79.1%-7.4pp | 75.3%-3.6pp | 70.2%+1.5pp |
| Annual return | 7.76% | 8.51%-0.7pp | 14.59%-6.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,045 | $2,869-28.7% | $2,682-23.8% | $1,974+3.6% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $51 | $70-26.5% | $3,139-98.4% | $95-45.8% |