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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $88,099 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Trustee (... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,632 | $98,780+29.2% | $60,874+109.7% | $77,904+63.8% |
| Participation rate | 37.3% | 76.7%-39.4pp | 73.1%-35.8pp | 73.7%-36.4pp |
| Annual return | -12.55% | -11.56%-1.0pp | 16.90%-29.4pp | 12.21%-24.8pp |
| Employer contribution / active EE | $2,683 | $3,605-25.6% | $2,701-0.7% | $2,848-5.8% |
| Participant deferral / active EE | $2,199 | $4,200-47.7% | $3,817-42.4% | $4,806-54.3% |
| Admin fee / account holder | $131 | $89+48.0% | $3,224-95.9% | $133-1.1% |