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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $354,946 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $80,082 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,068 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,464 | $110,699-54.4% | $177,821-71.6% | $90,288-44.1% |
| Participation rate | 98.7% | 88.3%+10.4pp | 87.7%+11.0pp | 73.4%+25.4pp |
| Annual return | 23.93% | 22.79%+1.1pp | 48.32%-24.4pp | 53.97%-30.0pp |
| Employer contribution / active EE | $7,213 | $4,118+75.1% | $5,918+21.9% | $2,524+185.7% |
| Participant deferral / active EE | $5,625 | $6,731-16.4% | $7,714-27.1% | $4,232+32.9% |
| Admin fee / account holder | $106 | $90+17.6% | $12,427-99.1% | $114-7.2% |