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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,097,537 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $17,200 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,364 |
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 | $12,375 | $37,383-66.9% | $71,086-82.6% | $73,367-83.1% |
| Participation rate | 44.5% | 33.8%+10.6pp | 54.7%-10.2pp | 69.5%-25.0pp |
| Annual return | -4.10% | 0.47%-4.6pp | 650.59%-654.7pp | 173.45%-177.6pp |
| Employer contribution / active EE | $442 | $490-9.7% | $1,088-59.4% | $2,499-82.3% |
| Participant deferral / active EE | $539 | $1,117-51.7% | $1,874-71.2% | $4,033-86.6% |
| Admin fee / account holder | $67 | $75-10.8% | $3,082-97.8% | $68-2.7% |