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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,584 |
Filed as: GUIDANCE POINT Service code 28 116 CHRISTY ROAD · PORTLAND, ME 04103 | Investment Management | $10,148 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,221 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $99 |
CHARLES SCHWAB & CO., INC.7+ years 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 | $98,445 | $56,485+74.3% | $185,823-47.0% | $86,799+13.4% |
| Participation rate | 90.3% | 65.5%+24.8pp | 81.7%+8.6pp | 72.3%+18.0pp |
| Annual return | 14.14% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.8pp |
| Employer contribution / active EE | $3,294 | $1,843+78.7% | $5,167-36.3% | $2,405+36.9% |
| Participant deferral / active EE | $3,665 | $2,553+43.6% | $5,568-34.2% | $4,131-11.3% |
| Admin fee / account holder | $154 | $150+3.2% | $16,237-99.0% | $170-9.0% |