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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $273,901 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $43,626 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $59,308 | $99,062-40.1% | $97,226-39.0% | $99,062-40.1% |
| Participation rate | 31.3% | 71.6%-40.4pp | 72.7%-41.4pp | 71.6%-40.4pp |
| Annual return | 12.91% | 17.66%-4.8pp | 75.13%-62.2pp | 17.66%-4.8pp |
| Employer contribution / active EE | $769 | $3,262-76.4% | $2,729-71.8% | $3,262-76.4% |
| Participant deferral / active EE | $1,451 | $5,331-72.8% | $4,264-66.0% | $5,331-72.8% |
| Admin fee / account holder | $101 | $109-7.1% | $5,654-98.2% | $109-7.1% |