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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $40,184 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $15 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $59,151 | $65,223-9.3% | $80,019-26.1% | $55,725+6.1% |
| Participation rate | 78.6% | 80.6%-2.0pp | 75.8%+2.7pp | 70.9%+7.7pp |
| Annual return | -4.09% | 7.59%-11.7pp | 11.22%-15.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,454 | $2,544-3.5% | $2,468-0.6% | $2,078+18.1% |
| Participant deferral / active EE | $2,166 | $3,881-44.2% | $3,686-41.2% | $3,356-35.4% |
| Admin fee / account holder | $59 | $114-48.1% | $6,521-99.1% | $115-48.5% |