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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,592 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,605 |
CHARLES SCHWAB & CO., INC.8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,652 | $95,918-62.8% | $151,611-76.5% | $77,904-54.2% |
| Participation rate | 94.2% | 88.7%+5.5pp | 87.5%+6.7pp | 73.7%+20.5pp |
| Annual return | -14.09% | -5.50%-8.6pp | 3.33%-17.4pp | 12.21%-26.3pp |
| Employer contribution / active EE | $946 | $4,330-78.2% | $6,166-84.7% | $2,848-66.8% |
| Participant deferral / active EE | $2,447 | $7,508-67.4% | $8,363-70.7% | $4,806-49.1% |
| Admin fee / account holder | $15 | $93-83.4% | $11,616-99.9% | $133-88.3% |