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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $503,784 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., IN.C Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 12 · EIN 94-1737782 | Claims processing; Trustee (directed)... | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
RUSSELL TRUST COMPANY8+ 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 | $110,143 | $70,115+57.1% | $70,515+56.2% | $80,160+37.4% |
| Participation rate | 98.3% | 71.7%+26.7pp | 68.3%+30.0pp | 72.9%+25.4pp |
| Annual return | 17.01% | 134.51%-117.5pp | 32.77%-15.8pp | 40.38%-23.4pp |
| Employer contribution / active EE | $5,238 | $3,021+73.4% | $2,973+76.2% | $2,978+75.9% |
| Participant deferral / active EE | $6,531 | $4,495+45.3% | $4,567+43.0% | $5,017+30.2% |
| Admin fee / account holder | $84 | $112-24.8% | $6,412-98.7% | $145-41.8% |