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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $17,918 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Trustee (directed); Custodial (other ... | $0 |
CHARLES SCHWAB & CO., INC.5 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.
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 | $120,273 | $101,317+18.7% | $146,958-18.2% | $74,495+61.5% |
| Participation rate | 60.5% | 75.5%-15.0pp | 82.2%-21.7pp | 67.2%-6.7pp |
| Annual return | 14.19% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,919 | $3,810+2.8% | $4,933-20.6% | $2,623+49.4% |
| Participant deferral / active EE | $5,079 | $7,303-30.4% | $8,070-37.1% | $4,346+16.9% |
| Admin fee / account holder | $107 | $1,739-93.8% | $12,998-99.2% | $1,942-94.5% |