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 4-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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $660,340 |
Filed as: INVESTMENT RESEARCH & ADV. GRP., IN Service code 26 · EIN 58-1989031 | Advisory (Participants) | $70,000 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $43,789 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,991 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,626 | $74,933+22.3% | $154,803-40.8% | $117,739-22.2% |
| Participation rate | 88.3% | 64.5%+23.8pp | 78.1%+10.2pp | 76.6%+11.7pp |
| Annual return | 14.68% | 17.34%-2.7pp | 58.88%-44.2pp | 17.29%-2.6pp |
| Employer contribution / active EE | $1,381 | $2,316-40.4% | $4,305-67.9% | $3,746-63.1% |
| Participant deferral / active EE | $4,929 | $3,942+25.0% | $5,540-11.0% | $6,128-19.6% |
| Admin fee / account holder | $74 | $129-43.1% | $14,329-99.5% | $112-34.3% |