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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,114 |
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,187 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
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 | $44,970 | $129,021-65.1% | $184,203-75.6% | $77,643-42.1% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.8%+0.7pp | 70.6%+17.0pp |
| Annual return | 14.22% | 33.27%-19.1pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,365 | $4,413-69.1% | $6,427-78.8% | $2,726-49.9% |
| Participant deferral / active EE | $4,273 | $7,297-41.4% | $9,131-53.2% | $4,647-8.0% |
| Admin fee / account holder | $16 | $254-93.7% | $13,901-99.9% | $430-96.3% |