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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,515 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $19 |
CHARLES SCHWAB & CO., INC.5+ 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 | $73,357 | $74,347-1.3% | $93,606-21.6% | $67,579+8.5% |
| Participation rate | 70.9% | 80.6%-9.7pp | 75.8%-4.9pp | 71.3%-0.3pp |
| Annual return | 20.47% | 28.07%-7.6pp | 32.76%-12.3pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,238 | $2,583-13.4% | $2,718-17.7% | $2,148+4.2% |
| Participant deferral / active EE | $2,217 | $4,060-45.4% | $4,069-45.5% | $3,539-37.4% |
| Admin fee / account holder | $16 | $123-86.7% | $7,888-99.8% | $142-88.6% |