Filed March 10, 2015 (most recent of 5 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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $19,037 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,965 |
Filed as: CHARLES SCHWAB & CO. INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | 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 | $73,899 | $60,165+22.8% | $74,183-0.4% | $55,167+34.0% |
| Participation rate | 96.2% | 74.2%+22.0pp | 76.6%+19.6pp | 69.0%+27.2pp |
| Annual return | 10.41% | 10.00%+0.4pp | 17.74%-7.3pp | 169.23%-158.8pp |
| Employer contribution / active EE | $3,672 | $1,600+129.6% | $2,370+55.0% | $1,963+87.1% |
| Participant deferral / active EE | $4,780 | $2,973+60.8% | $3,550+34.6% | $3,054+56.5% |
| Admin fee / account holder | $90 | $419-78.5% | $5,586-98.4% | $504-82.1% |