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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $600,251 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., IN.C Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 12 · EIN 94-1737782 | Float revenue; Trustee (directed); Cl... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,455 | $78,339+27.0% | $85,682+16.1% | $93,030+6.9% |
| Participation rate | 95.7% | 72.5%+23.2pp | 69.9%+25.9pp | 73.9%+21.8pp |
| Annual return | 17.00% | 21.17%-4.2pp | 21.49%-4.5pp | 158.70%-141.7pp |
| Employer contribution / active EE | $4,351 | $2,560+69.9% | $2,618+66.2% | $2,706+60.8% |
| Participant deferral / active EE | $5,086 | $3,882+31.0% | $3,923+29.7% | $4,562+11.5% |
| Admin fee / account holder | $91 | $104-12.5% | $6,873-98.7% | $152-40.1% |