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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $10,835 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $1,759 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Trustee (... | $10 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,990 | $93,131-23.8% | $106,548-33.4% | $86,799-18.2% |
| Participation rate | 75.0% | 81.4%-6.5pp | 76.1%-1.2pp | 72.3%+2.7pp |
| Annual return | 15.17% | 19.45%-4.3pp | 26.80%-11.6pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,246 | $2,895-22.4% | $2,819-20.3% | $2,405-6.6% |
| Participant deferral / active EE | $2,254 | $4,708-52.1% | $4,398-48.8% | $4,131-45.4% |
| Admin fee / account holder | $16 | $145-89.1% | $7,407-99.8% | $170-90.7% |