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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,167 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management; Custodial (sec... | $16 |
CHARLES SCHWAB & CO., INC.6+ 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 | $72,452 | $85,135-14.9% | $98,907-26.7% | $73,409-1.3% |
| Participation rate | 78.7% | 81.1%-2.5pp | 76.0%+2.7pp | 72.2%+6.5pp |
| Annual return | 14.33% | 19.14%-4.8pp | 196.43%-182.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,716 | $2,721-0.2% | $2,689+1.0% | $2,234+21.6% |
| Participant deferral / active EE | $2,291 | $4,349-47.3% | $4,244-46.0% | $3,805-39.8% |
| Admin fee / account holder | $15 | $139-89.6% | $6,642-99.8% | $158-90.8% |