Filed January 31, 2007 (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.2 years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $152,000 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $31,629 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $18,948 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,940 | $89,274-70.9% | $149,718-82.7% | $77,958-66.7% |
| Participation rate | 87.2% | 87.6%-0.4pp | 87.1%+0.1pp | 71.6%+15.5pp |
| Annual return | 18.07% | 20.36%-2.3pp | 1501.63%-1483.6pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,985 | $3,727-46.7% | $5,445-63.5% | $2,310-14.1% |
| Participant deferral / active EE | $249 | $5,382-95.4% | $6,569-96.2% | $3,537-93.0% |
| Admin fee / account holder | $98 | $240-59.1% | $11,283-99.1% | $97+0.8% |