Filed September 20, 1993 (most recent of 2 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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $114,906 |
AMERICAN FUNDS1+ years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 41-1921960 | Advisory (Plan) | $37,654 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,642 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,326 | $80,211-33.5% | $74,183-28.1% | $63,975-16.6% |
| Participation rate | 91.3% | 84.2%+7.1pp | 76.6%+14.7pp | 71.1%+20.2pp |
| Annual return | 12.46% | 14.13%-1.7pp | 17.74%-5.3pp | 48.65%-36.2pp |
| Employer contribution / active EE | $609 | $2,553-76.1% | $2,370-74.3% | $2,182-72.1% |
| Participant deferral / active EE | $2,503 | $4,370-42.7% | $3,550-29.5% | $3,356-25.4% |
| Admin fee / account holder | $132 | $67+96.9% | $5,586-97.6% | $70+87.9% |