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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $34,891 |
GUIDANCE POINT RETIREMENT SERVICES10+ years Filed as: GUIDANCE POINT Service code 28 116 CHRISTY ROAD · PORTLAND, ME 04103 | Investment Management | $8,513 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,805 |
Filed as: VESTIA ADVISORS Service code 28 · EIN 82-1828832 | Investment Management | $6,926 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $244 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,744 | $50,815+141.6% | $155,509-21.1% | $77,643+58.1% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 13.67% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,817 | $1,993+91.6% | $4,672-18.3% | $2,726+40.0% |
| Participant deferral / active EE | $4,533 | $2,822+60.6% | $5,626-19.4% | $4,647-2.5% |
| Admin fee / account holder | $167 | $437-61.8% | $15,912-99.0% | $430-61.2% |