Filed January 8, 2001
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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $73,396 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $33,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,863 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,243 | $56,152+3.7% | $185,823-68.7% | $73,409-20.7% |
| Participation rate | 36.5% | 67.6%-31.1pp | 78.0%-41.5pp | 72.2%-35.7pp |
| Annual return | 11.10% | 17.59%-6.5pp | 35.95%-24.8pp | 59.29%-48.2pp |
| Employer contribution / active EE | $541 | $1,532-64.7% | $4,087-86.8% | $2,234-75.8% |
| Participant deferral / active EE | $1,947 | $3,659-46.8% | $5,632-65.4% | $3,805-48.8% |
| Admin fee / account holder | $214 | $132+62.4% | $9,500-97.7% | $158+35.8% |