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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,401 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $24,881 |
CHARLES SCHWAB & CO., INC.3+ 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 | $20,969 | $89,274-76.5% | $149,718-86.0% | $77,958-73.1% |
| Participation rate | 92.3% | 87.6%+4.7pp | 87.1%+5.2pp | 71.6%+20.7pp |
| Annual return | 15.09% | 20.36%-5.3pp | 1501.63%-1486.5pp | 20.87%-5.8pp |
| Employer contribution / active EE | $278 | $3,727-92.5% | $5,445-94.9% | $2,310-88.0% |
| Participant deferral / active EE | $1,804 | $5,382-66.5% | $6,569-72.5% | $3,537-49.0% |
| Admin fee / account holder | $25 | $240-89.6% | $11,283-99.8% | $97-74.5% |