Filed March 5, 1998
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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $140,185 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $30,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,257 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,641 | $54,281+57.8% | $60,547+41.4% | $59,188+44.7% |
| Participation rate | 75.8% | 66.8%+9.0pp | 68.0%+7.8pp | 69.4%+6.4pp |
| Annual return | -1.09% | 1.74%-2.8pp | 335.64%-336.7pp | 5.51%-6.6pp |
| Employer contribution / active EE | $1,795 | $2,031-11.6% | $2,419-25.8% | $2,098-14.5% |
| Participant deferral / active EE | $3,532 | $2,789+26.7% | $3,328+6.1% | $3,265+8.2% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |