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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $130,828 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 41-1921960 | Advisory (Plan) | $50,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | 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 | $57,917 | $88,730-34.7% | $82,313-29.6% | $77,958-25.7% |
| Participation rate | 91.9% | 84.5%+7.3pp | 76.9%+15.0pp | 71.6%+20.2pp |
| Annual return | 28.57% | 20.88%+7.7pp | 25.88%+2.7pp | 20.87%+7.7pp |
| Employer contribution / active EE | $689 | $2,758-75.0% | $2,428-71.6% | $2,310-70.2% |
| Participant deferral / active EE | $2,830 | $4,634-38.9% | $3,706-23.6% | $3,537-20.0% |
| Admin fee / account holder | $153 | $74+107.2% | $5,608-97.3% | $97+57.4% |