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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,744 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,575 |
Filed as: GUIDANCE POINT Service code 28 116 CHRISTY ROAD · PORTLAND, ME 04103 | Investment Management | $8,200 |
Filed as: VESTIA ADVISORS Service code 28 · EIN 82-1828832 | Investment Management | $5,245 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $265 |
CHARLES SCHWAB & CO., INC.8+ 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 | $85,810 | $46,292+85.4% | $143,757-40.3% | $64,808+32.4% |
| Participation rate | 90.6% | 64.2%+26.4pp | 80.3%+10.3pp | 71.5%+19.1pp |
| Annual return | -16.40% | -10.05%-6.3pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,354 | $1,910+75.6% | $4,951-32.3% | $2,506+33.9% |
| Participant deferral / active EE | $3,698 | $2,646+39.8% | $5,637-34.4% | $4,310-14.2% |
| Admin fee / account holder | $148 | $154-4.1% | $14,673-99.0% | $188-21.4% |