Filed December 6, 1995
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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $162,730 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,521 | $54,392-32.9% | $84,750-56.9% | $63,975-42.9% |
| Participation rate | 97.8% | 76.9%+20.9pp | 76.6%+21.2pp | 71.1%+26.6pp |
| Annual return | 14.03% | 611.38%-597.3pp | 22.78%-8.8pp | 48.65%-34.6pp |
| Employer contribution / active EE | $2,328 | $2,943-20.9% | $3,574-34.9% | $2,182+6.7% |
| Participant deferral / active EE | $5,583 | $2,593+115.3% | $3,712+50.4% | $3,356+66.3% |
| Admin fee / account holder | $67 | $136-50.5% | $5,332-98.7% | $70-4.6% |