Filed September 26, 2007
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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $32,390 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,550 | $60,989-28.6% | $60,874-28.5% | $66,914-34.9% |
| Participation rate | 49.3% | 74.5%-25.2pp | 73.1%-23.8pp | 69.8%-20.5pp |
| Annual return | -15.74% | -9.60%-6.1pp | 16.90%-32.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,475 | $2,661-44.6% | $2,701-45.4% | $2,544-42.0% |
| Participant deferral / active EE | $2,254 | $3,615-37.6% | $3,817-40.9% | $4,237-46.8% |
| Admin fee / account holder | $239 | $338-29.3% | $3,224-92.6% | $593-59.7% |