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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $377,489 |
MMA SECURITIES LLC2+ years Filed as: MMC SERVICES Service code 27 · EIN 91-0675641 | Advisory (Plan) | $75,000 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $41,880 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $22,615 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $18,583 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,513 | $80,211-69.4% | $74,183-67.0% | $63,975-61.7% |
| Participation rate | 93.0% | 84.2%+8.9pp | 76.6%+16.4pp | 71.1%+21.9pp |
| Annual return | 10.84% | 14.13%-3.3pp | 17.74%-6.9pp | 48.65%-37.8pp |
| Employer contribution / active EE | $1,342 | $2,553-47.4% | $2,370-43.4% | $2,182-38.5% |
| Participant deferral / active EE | $2,576 | $4,370-41.0% | $3,550-27.4% | $3,356-23.2% |
| Admin fee / account holder | $126 | $67+87.5% | $5,586-97.7% | $70+78.9% |