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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $36,358 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,433 |
CHARLES SCHWAB & CO., INC.7+ 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 | $41,722 | $118,337-64.7% | $189,513-78.0% | $93,030-55.2% |
| Participation rate | 93.4% | 89.1%+4.3pp | 87.8%+5.6pp | 73.9%+19.5pp |
| Annual return | 15.49% | 21.77%-6.3pp | 555.15%-539.7pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,006 | $4,204-76.1% | $6,162-83.7% | $2,706-62.8% |
| Participant deferral / active EE | $2,584 | $7,123-63.7% | $8,221-68.6% | $4,562-43.4% |
| Admin fee / account holder | $16 | $100-83.8% | $12,045-99.9% | $152-89.4% |