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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,898 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,876 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWABE & CO, INC. Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,628 | $76,050+148.0% | $96,544+95.4% | $71,457+164.0% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.1pp |
| Annual return | 21.06% | 22.81%-1.8pp | 25.84%-4.8pp | 28.85%-7.8pp |
| Employer contribution / active EE | $6,045 | $2,244+169.4% | $2,965+103.9% | $2,588+133.6% |
| Participant deferral / active EE | $12,754 | $4,215+202.5% | $4,851+162.9% | $4,289+197.4% |
| Admin fee / account holder | $102 | $2,707-96.2% | $8,252-98.8% | $1,587-93.6% |