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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $199,802 |
CAP FINANCIAL PARTNERS, LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,814 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12 |
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 | $125,364 | $70,115+78.8% | $70,515+77.8% | $80,160+56.4% |
| Participation rate | 71.8% | 71.7%+0.1pp | 68.3%+3.4pp | 72.9%-1.2pp |
| Annual return | 17.44% | 134.51%-117.1pp | 32.77%-15.3pp | 40.38%-22.9pp |
| Employer contribution / active EE | $2,226 | $3,021-26.3% | $2,973-25.1% | $2,978-25.3% |
| Participant deferral / active EE | $4,606 | $4,495+2.5% | $4,567+0.9% | $5,017-8.2% |
| Admin fee / account holder | $0 | $112-100.0% | $6,412-100.0% | $145-100.0% |