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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,511 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,596 | $49,227+102.3% | $70,449+41.4% | $79,858+24.7% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 69.6%+17.0pp |
| Annual return | 18.51% | 30.06%-11.6pp | 109.03%-90.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $7,510 | $2,099+257.8% | $2,737+174.4% | $2,471+203.9% |
| Participant deferral / active EE | $9,935 | $2,768+259.0% | $3,709+167.9% | $3,740+165.6% |
| Admin fee / account holder | $20 | $2,878-99.3% | $3,845-99.5% | $5,306-99.6% |