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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $11,527 |
CHARLES SCHWAB & CO., INC.8+ 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 | $91,123 | $42,894+112.4% | $60,874+49.7% | $68,494+33.0% |
| Participation rate | 89.9% | 66.8%+23.1pp | 73.1%+16.8pp | 67.9%+22.0pp |
| Annual return | -13.83% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $8,776 | $1,978+343.7% | $2,701+224.9% | $2,596+238.0% |
| Participant deferral / active EE | $11,406 | $2,867+297.9% | $3,817+198.8% | $4,027+183.2% |
| Admin fee / account holder | $36 | $3,101-98.8% | $3,224-98.9% | $5,403-99.3% |