Filed September 29, 1992
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 |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $22,840 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 64 · EIN 14-1347440 | Recordkeeping Fees | $19,571 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $17,173 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,375 |
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $6,846 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,611 | $129,021-34.4% | $184,203-54.1% | $77,643+9.0% |
| Participation rate | 99.0% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.4pp |
| Annual return | 9.40% | 33.27%-23.9pp | 28.81%-19.4pp | 31.24%-21.8pp |
| Employer contribution / active EE | $4,276 | $4,413-3.1% | $6,427-33.5% | $2,726+56.9% |
| Participant deferral / active EE | $4,529 | $7,297-37.9% | $9,131-50.4% | $4,647-2.5% |
| Admin fee / account holder | $254 | $2540% | $13,901-98.2% | $430-41.0% |