Filed June 24, 1994
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 9-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 year Service code 15 · EIN 91-0675641 | Recordkeeping | $6,343 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 15 | Recordkeeping | $0 |
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 | $86,415 | $55,415+55.9% | $155,509-44.4% | $74,495+16.0% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 14.87% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $11,288 | $2,267+397.9% | $4,672+141.6% | $2,623+330.3% |
| Participant deferral / active EE | $7,536 | $2,836+165.7% | $5,626+34.0% | $4,346+73.4% |
| Admin fee / account holder | $29 | $1,738-98.3% | $15,912-99.8% | $1,942-98.5% |