Filed December 19, 2014 (most recent of 3 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 5-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $512 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,238 | $93,223-54.7% | $104,607-59.6% | $93,223-54.7% |
| Participation rate | 24.4% | 74.9%-50.5pp | 74.1%-49.6pp | 74.9%-50.5pp |
| Annual return | 0.00% | 19.29%-19.3pp | 340.46%-340.5pp | 19.29%-19.3pp |
| Employer contribution / active EE | $99 | $2,680-96.3% | $2,681-96.3% | $2,680-96.3% |
| Participant deferral / active EE | $171 | $4,563-96.2% | $3,740-95.4% | $4,563-96.2% |
| Admin fee / account holder | $0 | $79-100.0% | $6,473-100.0% | $79-100.0% |