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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $55,292 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,554 |
CHARLES SCHWAB & CO., INC.9+ 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 | $41,699 | $112,686-63.0% | $169,993-75.5% | $80,160-48.0% |
| Participation rate | 95.4% | 87.4%+8.0pp | 87.0%+8.4pp | 72.9%+22.5pp |
| Annual return | 18.60% | 67.04%-48.4pp | 53.37%-34.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,015 | $4,481-77.4% | $6,785-85.0% | $2,978-65.9% |
| Participant deferral / active EE | $2,661 | $7,876-66.2% | $10,408-74.4% | $5,017-47.0% |
| Admin fee / account holder | $20 | $99-80.0% | $12,815-99.8% | $145-86.3% |