Filed June 21, 2005
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 | $11,312 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $4,788 |
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 | $121,086 | $70,002+73.0% | $115,037+5.3% | $52,331+131.4% |
| Participation rate | 85.1% | 72.1%+13.0pp | 81.4%+3.7pp | 68.1%+17.0pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,540 | $2,715+30.4% | $4,608-23.2% | $1,882+88.2% |
| Participant deferral / active EE | $5,828 | $4,920+18.5% | $6,026-3.3% | $3,022+92.9% |
| Admin fee / account holder | $18 | $566-96.8% | $8,175-99.8% | $592-97.0% |