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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $254,955 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $7,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,488 | $48,447-10.2% | $91,220-52.3% | $89,394-51.4% |
| Participation rate | 27.9% | 46.5%-18.5pp | 73.2%-45.3pp | 71.3%-43.4pp |
| Annual return | 6.66% | -13.16%+19.8pp | 114.01%-107.3pp | -11.89%+18.6pp |
| Employer contribution / active EE | $593 | $1,115-46.8% | $2,850-79.2% | $3,022-80.4% |
| Participant deferral / active EE | $1,124 | $2,235-49.7% | $4,234-73.5% | $5,123-78.1% |
| Admin fee / account holder | $72 | $61+18.7% | $5,420-98.7% | $79-8.9% |