Filed January 23, 2015 (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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $12,273 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,903 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $5,845 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,565 | $68,413-45.1% | $123,104-69.5% | $55,191-31.9% |
| Participation rate | 61.7% | 84.5%-22.9pp | 86.8%-25.1pp | 69.2%-7.5pp |
| Annual return | 0.20% | 6.30%-6.1pp | 13.22%-13.0pp | 10.78%-10.6pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,702 | $4,490-62.1% | $6,230-72.7% | $3,046-44.1% |
| Admin fee / account holder | $27 | $88-68.9% | $9,015-99.7% | $91-69.9% |