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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $577,137 |
Filed as: CHARLES SCHWAB & CO., INC Service code 25 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 12 · EIN 94-1737782 | Float revenue; Claims processing; Sha... | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
RUSSELL TRUST COMPANY9+ 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 | $126,623 | $81,357+55.6% | $75,972+66.7% | $199,593-36.6% |
| Participation rate | 96.9% | 69.9%+27.0pp | 69.1%+27.8pp | 72.0%+24.9pp |
| Annual return | 14.51% | 16.32%-1.8pp | 359.55%-345.0pp | 34.25%-19.7pp |
| Employer contribution / active EE | $5,366 | $3,341+60.6% | $2,685+99.9% | $3,034+76.9% |
| Participant deferral / active EE | $7,168 | $4,710+52.2% | $4,255+68.4% | $5,087+40.9% |
| Admin fee / account holder | $95 | $144-34.5% | $6,467-98.5% | $269-64.8% |