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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $543,736 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., IN.C Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 12 · EIN 94-1737782 | Shareholder servicing fees; Trustee (... | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
RUSSELL TRUST COMPANY7+ 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 | $91,781 | $63,321+44.9% | $68,791+33.4% | $77,904+17.8% |
| Participation rate | 96.8% | 71.1%+25.7pp | 69.0%+27.8pp | 73.7%+23.1pp |
| Annual return | -15.07% | -6.50%-8.6pp | -6.38%-8.7pp | 12.21%-27.3pp |
| Employer contribution / active EE | $4,650 | $2,794+66.5% | $2,655+75.1% | $2,848+63.3% |
| Participant deferral / active EE | $5,717 | $4,029+41.9% | $3,941+45.1% | $4,806+19.0% |
| Admin fee / account holder | $87 | $104-16.7% | $4,932-98.2% | $133-34.4% |