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 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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,779 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | 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 | $83,437 | $60,795+37.2% | $69,455+20.1% | $65,185+28.0% |
| Participation rate | 89.8% | 74.9%+15.0pp | 74.6%+15.2pp | 70.2%+19.6pp |
| Annual return | 20.96% | 17.46%+3.5pp | 28.97%-8.0pp | 29.38%-8.4pp |
| Employer contribution / active EE | $6,522 | $2,452+166.0% | $2,779+134.7% | $2,177+199.6% |
| Participant deferral / active EE | $9,136 | $3,162+188.9% | $3,535+158.4% | $3,514+160.0% |
| Admin fee / account holder | $19 | $314-94.0% | $3,839-99.5% | $847-97.8% |