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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $567,632 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., IN.C Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 12 · EIN 94-1737782 | Trustee (directed); Claims processing... | $0 |
Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $0 |
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 | $88,590 | $74,462+19.0% | $81,983+8.1% | $90,288-1.9% |
| Participation rate | 93.4% | 69.7%+23.8pp | 69.2%+24.2pp | 73.4%+20.1pp |
| Annual return | 14.34% | 17.56%-3.2pp | 41.31%-27.0pp | 53.97%-39.6pp |
| Employer contribution / active EE | $4,435 | $2,334+90.0% | $2,498+77.5% | $2,524+75.7% |
| Participant deferral / active EE | $4,918 | $3,602+36.5% | $3,722+32.1% | $4,232+16.2% |
| Admin fee / account holder | $93 | $98-5.5% | $5,664-98.4% | $114-18.8% |