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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $226,754 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $4,949 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,886 | $101,517-52.8% | $109,895-56.4% | $101,517-52.8% |
| Participation rate | 25.0% | 74.6%-49.5pp | 74.2%-49.2pp | 74.6%-49.5pp |
| Annual return | 13.79% | 21.00%-7.2pp | 29.45%-15.7pp | 21.00%-7.2pp |
| Employer contribution / active EE | $577 | $2,973-80.6% | $2,842-79.7% | $2,973-80.6% |
| Participant deferral / active EE | $1,091 | $4,873-77.6% | $4,048-73.0% | $4,873-77.6% |
| Admin fee / account holder | $79 | $139-43.5% | $6,066-98.7% | $139-43.5% |