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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,430 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $0 |
CHARLES SCHWAB & CO., INC.4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,395 | $91,407+39.4% | $135,903-6.3% | $71,457+78.3% |
| Participation rate | 61.3% | 75.7%-14.4pp | 81.9%-20.6pp | 67.9%-6.7pp |
| Annual return | 15.98% | 29.90%-13.9pp | 68.23%-52.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $4,424 | $3,703+19.5% | $4,856-8.9% | $2,588+71.0% |
| Participant deferral / active EE | $6,319 | $7,092-10.9% | $7,758-18.5% | $4,289+47.3% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |