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.1 year Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $16,208 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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 | $36,399 | $89,739-59.4% | $149,718-75.7% | $62,292-41.6% |
| Participation rate | 73.3% | 85.1%-11.8pp | 87.1%-13.8pp | 69.5%+3.8pp |
| Annual return | 20.11% | 21.01%-0.9pp | 1501.63%-1481.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,388 | $3,233-57.1% | $5,445-74.5% | $2,042-32.0% |
| Participant deferral / active EE | $2,820 | $4,797-41.2% | $6,569-57.1% | $3,169-11.0% |
| Admin fee / account holder | $49 | $551-91.1% | $11,283-99.6% | $479-89.8% |