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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $49,358 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,767 |
CHARLES SCHWAB & CO., INC.8+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,611 | $46,292+56.9% | $143,757-49.5% | $64,808+12.0% |
| Participation rate | 50.3% | 64.2%-13.9pp | 80.3%-30.0pp | 71.5%-21.2pp |
| Annual return | -15.53% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $919 | $1,910-51.9% | $4,951-81.4% | $2,506-63.3% |
| Participant deferral / active EE | $3,559 | $2,646+34.5% | $5,637-36.9% | $4,310-17.4% |
| Admin fee / account holder | $223 | $154+45.1% | $14,673-98.5% | $188+18.8% |