Filed September 28, 2007
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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,981 |
Filed as: GUIDANCE POINT Service code 28 116 CHRISTY ROAD · PORTLAND, ME 04103 | Investment Management | $8,489 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,774 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,606 | $37,196+62.9% | $154,107-60.7% | $55,725+8.8% |
| Participation rate | 92.4% | 64.1%+28.3pp | 83.0%+9.4pp | 70.9%+21.6pp |
| Annual return | -6.83% | 1319.68%-1326.5pp | 735.12%-741.9pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,915 | $1,614+80.6% | $5,298-45.0% | $2,078+40.3% |
| Participant deferral / active EE | $3,352 | $2,068+62.1% | $5,081-34.0% | $3,356-0.1% |
| Admin fee / account holder | $134 | $102+31.5% | $13,411-99.0% | $115+16.0% |