Filed April 30, 2014
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 | $154,113 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $23,696 | $32,913-28.0% | $80,004-70.4% | $59,188-60.0% |
| Participation rate | 81.7% | 56.9%+24.8pp | 73.0%+8.7pp | 69.4%+12.2pp |
| Annual return | 0.94% | 1.16%-0.2pp | 7.63%-6.7pp | 5.51%-4.6pp |
| Employer contribution / active EE | $845 | $789+7.1% | $2,473-65.8% | $2,098-59.7% |
| Participant deferral / active EE | $861 | $1,686-49.0% | $3,204-73.1% | $3,265-73.6% |
| Admin fee / account holder | $21 | $40-46.5% | $5,033-99.6% | $92-76.7% |