Filed September 21, 1992
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.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $104,869 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANK. OPER. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,417 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (directed); Custodial (other ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,940 | $120,057+25.7% | $75,696+99.4% | $93,030+62.2% |
| Participation rate | 35.2% | 77.3%-42.1pp | 74.8%-39.6pp | 73.9%-38.7pp |
| Annual return | 13.83% | 19.62%-5.8pp | 104.53%-90.7pp | 158.70%-144.9pp |
| Employer contribution / active EE | $2,494 | $3,253-23.3% | $2,743-9.1% | $2,706-7.8% |
| Participant deferral / active EE | $1,960 | $4,089-52.1% | $3,821-48.7% | $4,562-57.0% |
| Admin fee / account holder | $169 | $81+107.4% | $3,619-95.3% | $152+11.4% |