Filed October 18, 2004
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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $55,401 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $69 |
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 | $49,471 | $69,305-28.6% | $82,313-39.9% | $69,631-29.0% |
| Participation rate | 92.2% | 80.3%+12.0pp | 76.9%+15.3pp | 70.7%+21.5pp |
| Annual return | 21.52% | 21.47%+0.1pp | 25.88%-4.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $2,569 | $1,887+36.2% | $2,428+5.8% | $2,032+26.4% |
| Participant deferral / active EE | $2,876 | $3,568-19.4% | $3,706-22.4% | $3,224-10.8% |
| Admin fee / account holder | $155 | $97+59.7% | $5,608-97.2% | $110+40.5% |