Filed February 20, 2002 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $108,607 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,487 | $50,815-75.4% | $155,509-92.0% | $77,643-83.9% |
| Participation rate | 84.7% | 63.1%+21.6pp | 78.2%+6.5pp | 70.6%+14.1pp |
| Annual return | 50.39% | 34.80%+15.6pp | 64.67%-14.3pp | 31.24%+19.2pp |
| Employer contribution / active EE | $1,462 | $1,993-26.7% | $4,672-68.7% | $2,726-46.4% |
| Participant deferral / active EE | $2,180 | $2,822-22.7% | $5,626-61.2% | $4,647-53.1% |
| Admin fee / account holder | $158 | $437-63.7% | $15,912-99.0% | $430-63.2% |