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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $79,938 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $18,652 |
CHARLES SCHWAB & CO., INC.5 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 | $146,432 | $113,293+29.3% | $67,502+116.9% | $199,593-26.6% |
| Participation rate | 39.7% | 73.3%-33.7pp | 72.9%-33.2pp | 72.0%-32.3pp |
| Annual return | 10.03% | 15.88%-5.8pp | 3512.12%-3502.1pp | 34.25%-24.2pp |
| Employer contribution / active EE | $2,872 | $3,401-15.6% | $2,731+5.2% | $3,034-5.4% |
| Participant deferral / active EE | $2,604 | $4,159-37.4% | $4,000-34.9% | $5,087-48.8% |
| Admin fee / account holder | $137 | $103+33.8% | $3,998-96.6% | $269-49.0% |