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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $203,842 |
CAP FINANCIAL PARTNERS, LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,617 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $34 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,857 | $81,357+70.7% | $75,972+82.8% | $199,593-30.4% |
| Participation rate | 73.2% | 69.9%+3.3pp | 69.1%+4.1pp | 72.0%+1.2pp |
| Annual return | 11.61% | 16.32%-4.7pp | 359.55%-347.9pp | 34.25%-22.6pp |
| Employer contribution / active EE | $2,126 | $3,341-36.4% | $2,685-20.8% | $3,034-29.9% |
| Participant deferral / active EE | $4,697 | $4,710-0.3% | $4,255+10.4% | $5,087-7.7% |
| Admin fee / account holder | $0 | $144-100.0% | $6,467-100.0% | $269-100.0% |