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 | $160,485 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $700 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,269 | $92,055+56.7% | $106,213+35.8% | $77,643+85.8% |
| Participation rate | 77.9% | 81.0%-3.1pp | 75.3%+2.6pp | 70.6%+7.3pp |
| Annual return | 18.44% | 17.91%+0.5pp | 116.14%-97.7pp | 31.24%-12.8pp |
| Employer contribution / active EE | $15,752 | $3,367+367.8% | $3,171+396.7% | $2,726+477.9% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $160 | $219-26.9% | $11,033-98.5% | $430-62.8% |