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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $8,094 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,557 | $80,005-44.3% | $140,016-68.2% | $55,725-20.0% |
| Participation rate | 50.6% | 87.0%-36.4pp | 87.5%-36.9pp | 70.9%-20.2pp |
| Annual return | -5.67% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,987 | $5,264-62.2% | $6,927-71.3% | $3,356-40.8% |
| Admin fee / account holder | $18 | $116-84.5% | $10,705-99.8% | $115-84.5% |