Filed November 10, 1999
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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $184,737 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $42,479 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,932 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,004 | $72,770-42.3% | $67,652-37.9% | $55,191-23.9% |
| Participation rate | 98.7% | 78.8%+19.9pp | 75.7%+23.0pp | 69.2%+29.5pp |
| Annual return | -1.24% | -3.26%+2.0pp | 6625.04%-6626.3pp | 10.78%-12.0pp |
| Employer contribution / active EE | $4,662 | $1,769+163.5% | $2,266+105.8% | $1,899+145.5% |
| Participant deferral / active EE | $4,829 | $3,408+41.7% | $3,560+35.6% | $3,046+58.5% |
| Admin fee / account holder | $238 | $79+201.7% | $4,821-95.1% | $91+161.9% |