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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $74,852 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,554 |
CHARLES SCHWAB & CO., INC.10+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,110 | $122,693-60.0% | $184,203-73.3% | $199,593-75.4% |
| Participation rate | 95.5% | 86.8%+8.7pp | 86.8%+8.7pp | 72.0%+23.6pp |
| Annual return | 13.83% | 143.91%-130.1pp | 28.81%-15.0pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,090 | $4,584-76.2% | $6,427-83.0% | $3,034-64.1% |
| Participant deferral / active EE | $2,844 | $7,990-64.4% | $9,131-68.9% | $5,087-44.1% |
| Admin fee / account holder | $30 | $121-75.3% | $13,901-99.8% | $269-88.9% |