Filed November 25, 2014 (most recent of 3 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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $70,188 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Custodial (other ... | $0 |
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 | $64,272 | $75,284-14.6% | $91,001-29.4% | $69,631-7.7% |
| Participation rate | 76.6% | 80.4%-3.7pp | 75.6%+1.0pp | 70.7%+6.0pp |
| Annual return | 16.04% | 48.40%-32.4pp | 4.60%+11.4pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,572 | $2,473+4.0% | $2,456+4.8% | $2,032+26.6% |
| Participant deferral / active EE | $1,870 | $3,700-49.4% | $3,547-47.3% | $3,224-42.0% |
| Admin fee / account holder | $105 | $111-5.3% | $5,417-98.1% | $110-5.1% |