Filed October 7, 2016 (most recent of 4 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 | $1,191,076 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $118,638 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $14,800 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,050 | $34,910-68.3% | $59,496-81.4% | $69,651-84.1% |
| Participation rate | 38.9% | 37.9%+1.1pp | 54.6%-15.6pp | 66.6%-27.6pp |
| Annual return | -0.27% | 0.39%-0.7pp | 182.05%-182.3pp | 53.77%-54.0pp |
| Employer contribution / active EE | $361 | $496-27.2% | $1,153-68.7% | $2,241-83.9% |
| Participant deferral / active EE | $388 | $1,077-63.9% | $1,829-78.8% | $3,635-89.3% |
| Admin fee / account holder | $69 | $60+15.5% | $2,232-96.9% | $63+9.0% |