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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,001 |
Filed as: GUIDANCE POINT Service code 28 116 CHRISTY ROAD · PORTLAND, ME 04103 | Investment Management | $8,393 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,966 |
Filed as: VESTIA ADVISORS Service code 28 · EIN 82-1828832 | Investment Management | $5,649 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $290 |
CHARLES SCHWAB & CO., INC.9+ 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 | $104,655 | $47,126+122.1% | $149,673-30.1% | $74,419+40.6% |
| Participation rate | 90.8% | 63.4%+27.4pp | 78.8%+12.0pp | 70.7%+20.1pp |
| Annual return | 18.06% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,638 | $1,905+90.9% | $4,818-24.5% | $2,637+37.9% |
| Participant deferral / active EE | $4,075 | $2,728+49.4% | $5,680-28.3% | $4,528-10.0% |
| Admin fee / account holder | $162 | $343-52.8% | $13,210-98.8% | $348-53.5% |