Filed April 30, 2007 (most recent of 4 filings on file)
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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $212,994 |
ORGEL WEALTH MANAGEMENT10+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $153,964 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $35,210 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,194 | $76,173-5.2% | $81,382-11.3% | $199,593-63.8% |
| Participation rate | 98.0% | 76.3%+21.8pp | 69.5%+28.5pp | 72.0%+26.0pp |
| Annual return | 12.00% | 15.59%-3.6pp | 24.73%-12.7pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,382 | $2,792-50.5% | $2,463-43.9% | $3,034-54.5% |
| Participant deferral / active EE | $5,120 | $4,201+21.9% | $3,883+31.8% | $5,087+0.6% |
| Admin fee / account holder | $141 | $146-3.2% | $5,768-97.6% | $269-47.4% |