Filed March 26, 1
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.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $281,550 |
Filed as: WARWICK INVESTMENT MANAGEMENT INC. Service code 27 · EIN 74-2037472 | Advisory (Plan) | $109,469 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $21,450 |
CHARLES SCHWAB & CO., INC.11+ years Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,702 | $103,641+105.2% | $107,525+97.8% | $102,872+106.8% |
| Participation rate | 98.0% | 79.4%+18.6pp | 75.1%+22.9pp | 73.0%+25.0pp |
| Annual return | 16.85% | 13.08%+3.8pp | 181.32%-164.5pp | 19.06%-2.2pp |
| Employer contribution / active EE | $9,322 | $5,096+82.9% | $3,754+148.4% | $3,526+164.3% |
| Participant deferral / active EE | $12,147 | $3,789+220.6% | $5,116+137.5% | $5,535+119.5% |
| Admin fee / account holder | $187 | $276-32.3% | $8,919-97.9% | $292-36.0% |