Filed May 18, 2009 (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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $367,138 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,000 |
DELOITTE & TOUCHE LLP1 year Service code 10 50 SOUTH 6TH STREET SUITE 2800 · MINNEAPOLIS, MN 55402 | Accounting | $56,625 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $39,357 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,848 | $110,299-41.2% | $102,423-36.7% | $199,593-67.5% |
| Participation rate | 65.6% | 86.3%-20.7pp | 76.5%-10.9pp | 72.0%-6.4pp |
| Annual return | 13.83% | 35.73%-21.9pp | 29.32%-15.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,976 | $3,603-45.2% | $3,023-34.6% | $3,034-34.9% |
| Participant deferral / active EE | $3,983 | $6,376-37.5% | $5,053-21.2% | $5,087-21.7% |
| Admin fee / account holder | $138 | $122+12.9% | $9,451-98.5% | $269-48.6% |