Filed November 19, 2009
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 | $47,378 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,782 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,148 | $80,354-78.7% | $133,980-87.2% | $63,975-73.2% |
| Participation rate | 92.2% | 87.5%+4.6pp | 87.1%+5.1pp | 71.1%+21.0pp |
| Annual return | 10.51% | 13.11%-2.6pp | 29.30%-18.8pp | 48.65%-38.1pp |
| Employer contribution / active EE | $255 | $3,503-92.7% | $5,211-95.1% | $2,182-88.3% |
| Participant deferral / active EE | $1,642 | $5,239-68.7% | $6,282-73.9% | $3,356-51.1% |
| Admin fee / account holder | $24 | $69-65.1% | $9,324-99.7% | $70-65.7% |