Filed November 3, 1994
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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $39,780 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,022 |
CHARLES SCHWAB & CO., INC.6+ 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.
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 | $77,979 | $52,293+49.1% | $178,490-56.3% | $73,409+6.2% |
| Participation rate | 53.5% | 65.3%-11.9pp | 81.9%-28.5pp | 72.2%-18.7pp |
| Annual return | 15.78% | 34.75%-19.0pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $974 | $1,735-43.9% | $5,011-80.6% | $2,234-56.4% |
| Participant deferral / active EE | $3,553 | $2,332+52.4% | $5,202-31.7% | $3,805-6.6% |
| Admin fee / account holder | $183 | $127+43.8% | $13,984-98.7% | $158+16.0% |