Filed August 8, 2006
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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $16,517 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,510 | $73,638+168.2% | $95,952+105.8% | $73,488+168.8% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 16.09% | 16.78%-0.7pp | 91.61%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $6,848 | $1,863+267.5% | $2,541+169.5% | $2,270+201.7% |
| Participant deferral / active EE | $13,889 | $3,617+284.0% | $4,167+233.3% | $3,740+271.4% |
| Admin fee / account holder | $120 | $482-75.0% | $6,795-98.2% | $513-76.5% |