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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,772 |
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $34 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | 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 | $36,681 | $86,897-57.8% | $151,611-75.8% | $64,808-43.4% |
| Participation rate | 88.0% | 87.3%+0.7pp | 87.5%+0.5pp | 71.5%+16.5pp |
| Annual return | -14.27% | -3.57%-10.7pp | 3.33%-17.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,223 | $4,010-69.5% | $6,166-80.2% | $2,506-51.2% |
| Participant deferral / active EE | $3,588 | $6,690-46.4% | $8,363-57.1% | $4,310-16.8% |
| Admin fee / account holder | $11 | $153-92.9% | $11,616-99.9% | $188-94.2% |