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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $93,494 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $4 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $142,714 | $105,179+35.7% | $64,056+122.8% | $80,160+78.0% |
| Participation rate | 38.0% | 73.5%-35.5pp | 72.3%-34.3pp | 72.9%-34.9pp |
| Annual return | 13.48% | 20.34%-6.9pp | 33.69%-20.2pp | 40.38%-26.9pp |
| Employer contribution / active EE | $2,809 | $3,311-15.1% | $2,747+2.3% | $2,978-5.7% |
| Participant deferral / active EE | $2,396 | $4,020-40.4% | $3,880-38.2% | $5,017-52.2% |
| Admin fee / account holder | $133 | $113+17.6% | $3,068-95.7% | $145-8.1% |