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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,661 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Float revenue; Trustee (directed); Cu... | $0 |
CHARLES SCHWAB & CO., INC.3 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,712 | $84,487+42.9% | $125,339-3.7% | $66,914+80.4% |
| Participation rate | 52.9% | 76.4%-23.6pp | 82.4%-29.5pp | 69.8%-16.9pp |
| Annual return | -14.84% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,493 | $3,553-1.7% | $4,814-27.4% | $2,544+37.3% |
| Participant deferral / active EE | $5,173 | $6,781-23.7% | $7,446-30.5% | $4,237+22.1% |
| Admin fee / account holder | $99 | $685-85.5% | $10,010-99.0% | $593-83.3% |