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.
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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $61,591 |
Filed as: MORGAN STANLEY GLOBAL BANK. OPER. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,898 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $14,521 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management; Trustee (direc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,616 | $105,581+34.1% | $70,449+101.0% | $90,288+56.8% |
| Participation rate | 34.0% | 77.5%-43.5pp | 75.1%-41.1pp | 73.4%-39.4pp |
| Annual return | 12.75% | 14.78%-2.0pp | 109.03%-96.3pp | 53.97%-41.2pp |
| Employer contribution / active EE | $2,482 | $3,304-24.9% | $2,737-9.3% | $2,524-1.7% |
| Participant deferral / active EE | $1,964 | $3,813-48.5% | $3,709-47.0% | $4,232-53.6% |
| Admin fee / account holder | $215 | $68+217.8% | $3,845-94.4% | $114+88.1% |