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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $4,410 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,682 | $46,553+129.2% | $64,056+66.5% | $75,163+41.9% |
| Participation rate | 84.9% | 65.9%+19.0pp | 72.3%+12.6pp | 67.2%+17.7pp |
| Annual return | 18.00% | 26.03%-8.0pp | 33.69%-15.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $9,801 | $1,974+396.6% | $2,747+256.9% | $2,670+267.1% |
| Participant deferral / active EE | $13,263 | $2,837+367.6% | $3,880+241.8% | $4,125+221.5% |
| Admin fee / account holder | $14 | $2,952-99.5% | $3,068-99.5% | $5,651-99.8% |