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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $600,500 |
Filed as: CHARLES SCHWAB & CO., IN.C Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 12 · EIN 94-1737782 | Claims processing; Shareholder servic... | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,104 | $71,757+0.5% | $75,886-5.0% | $82,204-12.3% |
| Participation rate | 94.8% | 69.0%+25.9pp | 69.3%+25.5pp | 73.4%+21.4pp |
| Annual return | 20.26% | 22.77%-2.5pp | 30.76%-10.5pp | 26.31%-6.0pp |
| Employer contribution / active EE | $3,617 | $2,325+55.5% | $2,500+44.6% | $2,707+33.6% |
| Participant deferral / active EE | $3,684 | $3,327+10.8% | $3,603+2.3% | $4,246-13.2% |
| Admin fee / account holder | $72 | $87-16.7% | $5,418-98.7% | $76-4.4% |