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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $612,847 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $158,472 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,171 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,014 | $77,180-30.0% | $117,854-54.2% | $177,276-69.5% |
| Participation rate | 87.7% | 85.8%+1.9pp | 79.7%+8.0pp | 74.8%+12.8pp |
| Annual return | 20.88% | 20.91%0pp | 335.08%-314.2pp | 21.25%-0.4pp |
| Employer contribution / active EE | $1,575 | $1,992-20.9% | $3,786-58.4% | $2,479-36.5% |
| Participant deferral / active EE | $3,887 | $3,956-1.8% | $4,482-13.3% | $3,881+0.2% |
| Admin fee / account holder | $64 | $54+17.6% | $8,020-99.2% | $154-58.5% |