Filed February 27, 2014
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.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $465,639 |
Filed as: UBS FUNANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $98,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $64,959 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,099 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,553 | $122,693-25.4% | $184,203-50.3% | $199,593-54.1% |
| Participation rate | 98.2% | 86.8%+11.4pp | 86.8%+11.4pp | 72.0%+26.3pp |
| Annual return | 16.07% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.2pp |
| Employer contribution / active EE | $4,699 | $4,584+2.5% | $6,427-26.9% | $3,034+54.9% |
| Participant deferral / active EE | $7,634 | $7,990-4.5% | $9,131-16.4% | $5,087+50.1% |
| Admin fee / account holder | $123 | $121+1.8% | $13,901-99.1% | $269-54.3% |