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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $17,868 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Tr... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,074 | $99,957+56.1% | $149,696+4.3% | $73,488+112.4% |
| Participation rate | 61.0% | 75.7%-14.7pp | 82.5%-21.4pp | 70.7%-9.6pp |
| Annual return | 9.95% | 53.87%-43.9pp | 276.60%-266.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $3,097 | $3,191-2.9% | $4,644-33.3% | $2,270+36.4% |
| Participant deferral / active EE | $5,010 | $6,073-17.5% | $6,842-26.8% | $3,740+34.0% |
| Admin fee / account holder | $99 | $551-82.0% | $9,309-98.9% | $513-80.7% |