Filed February 11, 2011
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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $298,170 |
RSM US LLP2 years Filed as: RSMUS LLP Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,741 | $110,699-30.7% | $177,821-56.8% | $90,288-15.0% |
| Participation rate | 97.3% | 88.3%+9.0pp | 87.7%+9.6pp | 73.4%+24.0pp |
| Annual return | 18.16% | 22.79%-4.6pp | 48.32%-30.2pp | 53.97%-35.8pp |
| Employer contribution / active EE | $2,343 | $4,118-43.1% | $5,918-60.4% | $2,524-7.2% |
| Participant deferral / active EE | $6,728 | $6,7310% | $7,714-12.8% | $4,232+59.0% |
| Admin fee / account holder | $112 | $90+24.0% | $12,427-99.1% | $114-2.1% |