Filed August 4, 2008 (most recent of 2 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 | $15,644 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,263 | $71,802-56.5% | $133,980-76.7% | $57,658-45.8% |
| Participation rate | 71.4% | 85.5%-14.0pp | 87.1%-15.6pp | 70.2%+1.2pp |
| Annual return | 8.83% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,270 | $3,161-59.8% | $5,211-75.6% | $1,974-35.6% |
| Participant deferral / active EE | $2,324 | $4,606-49.5% | $6,282-63.0% | $3,061-24.1% |
| Admin fee / account holder | $48 | $88-45.1% | $9,324-99.5% | $95-49.1% |