Filed July 18, 2006 (most recent of 2 filings on file)
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.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $560,156 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.11+ years Service code 12 · EIN 94-1737782 | Trustee (directed); Shareholder servi... | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,511 | $94,876+54.4% | $82,389+77.8% | $102,872+42.4% |
| Participation rate | 97.1% | 70.6%+26.6pp | 69.5%+27.6pp | 73.0%+24.1pp |
| Annual return | 16.75% | 17.83%-1.1pp | 28.67%-11.9pp | 19.06%-2.3pp |
| Employer contribution / active EE | $5,539 | $3,789+46.2% | $2,517+120.0% | $3,526+57.1% |
| Participant deferral / active EE | $7,758 | $4,496+72.5% | $4,155+86.7% | $5,535+40.2% |
| Admin fee / account holder | $92 | $214-57.0% | $7,231-98.7% | $292-68.5% |