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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,108,206 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $15,400 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,553 |
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 | $11,653 | $35,463-67.1% | $69,182-83.2% | $329,111-96.5% |
| Participation rate | 46.1% | 34.6%+11.5pp | 55.1%-9.0pp | 67.9%-21.8pp |
| Annual return | 6.40% | 7.72%-1.3pp | -21.93%+28.3pp | 16.35%-10.0pp |
| Employer contribution / active EE | $444 | $449-1.2% | $1,206-63.2% | $2,303-80.7% |
| Participant deferral / active EE | $505 | $1,018-50.3% | $1,897-73.4% | $3,682-86.3% |
| Admin fee / account holder | $75 | $64+15.9% | $2,697-97.2% | $754-90.1% |