Filed May 16, 2006 (most recent of 2 filings on file)
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 | $40,068 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $10 |
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 | $92,121 | $111,608-17.5% | $177,821-48.2% | $73,409+25.5% |
| Participation rate | 95.8% | 87.9%+8.0pp | 87.7%+8.1pp | 72.2%+23.7pp |
| Annual return | 18.01% | 18.23%-0.2pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $2,256 | $3,796-40.6% | $5,918-61.9% | $2,234+1.0% |
| Participant deferral / active EE | $5,184 | $6,199-16.4% | $7,714-32.8% | $3,805+36.2% |
| Admin fee / account holder | $104 | $166-37.0% | $12,427-99.2% | $158-33.9% |