Filed April 26, 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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT5+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $93,800 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $77,008 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-3106735 | Securities Custodian | $19,763 |
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 | $88,012 | $40,174+119.1% | $84,015+4.8% | $67,579+30.2% |
| Participation rate | 95.1% | 62.7%+32.4pp | 69.0%+26.1pp | 71.3%+23.8pp |
| Annual return | 19.32% | 25.82%-6.5pp | 71.31%-52.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $3,128 | $808+287.3% | $1,983+57.7% | $2,148+45.6% |
| Participant deferral / active EE | $4,044 | $2,301+75.8% | $3,239+24.9% | $3,539+14.3% |
| Admin fee / account holder | $256 | $128+99.3% | $6,101-95.8% | $142+79.7% |