Filed June 26, 1992
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 | $713,360 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $10,267 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,731 | $70,961-35.6% | $108,579-57.9% | $65,292-30.0% |
| Participation rate | 85.8% | 80.9%+4.8pp | 79.6%+6.2pp | 72.4%+13.3pp |
| Annual return | 9.34% | 10.24%-0.9pp | -51.70%+61.0pp | 11.84%-2.5pp |
| Employer contribution / active EE | $1,518 | $1,833-17.2% | $3,758-59.6% | $2,302-34.1% |
| Participant deferral / active EE | $3,592 | $3,662-1.9% | $4,311-16.7% | $3,579+0.4% |
| Admin fee / account holder | $0 | $43-100.0% | $7,645-100.0% | $57-100.0% |