Filed February 4, 2005 (most recent of 3 filings on file)
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.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $110,295 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $42 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,608 | $112,623-39.1% | $106,213-35.4% | $199,593-65.6% |
| Participation rate | 95.9% | 86.2%+9.6pp | 75.3%+20.6pp | 72.0%+23.9pp |
| Annual return | 14.35% | 15.57%-1.2pp | 116.14%-101.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $1,874 | $4,575-59.0% | $3,171-40.9% | $3,034-38.2% |
| Participant deferral / active EE | $4,770 | $6,659-28.4% | $5,016-4.9% | $5,087-6.2% |
| Admin fee / account holder | $91 | $107-15.4% | $11,033-99.2% | $269-66.3% |