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.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $37,949 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,356 |
CHARLES SCHWAB & CO., INC.9+ 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 | $88,326 | $47,126+87.4% | $149,673-41.0% | $74,419+18.7% |
| Participation rate | 48.0% | 63.4%-15.4pp | 78.8%-30.8pp | 70.7%-22.8pp |
| Annual return | 18.02% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $952 | $1,905-50.0% | $4,818-80.2% | $2,637-63.9% |
| Participant deferral / active EE | $3,352 | $2,728+22.9% | $5,680-41.0% | $4,528-26.0% |
| Admin fee / account holder | $176 | $343-48.8% | $13,210-98.7% | $348-49.5% |