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.
See the 7-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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $101,520 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $266 |
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 | $66,518 | $48,835+36.2% | $170,442-61.0% | $177,276-62.5% |
| Participation rate | 62.7% | 72.1%-9.4pp | 83.6%-20.9pp | 74.8%-12.1pp |
| Annual return | 17.95% | 19.44%-1.5pp | 205.93%-188.0pp | 21.25%-3.3pp |
| Employer contribution / active EE | $679 | $1,798-62.2% | $5,433-87.5% | $2,479-72.6% |
| Participant deferral / active EE | $2,479 | $2,757-10.1% | $4,939-49.8% | $3,881-36.1% |
| Admin fee / account holder | $18 | $52-64.9% | $13,880-99.9% | $154-88.2% |