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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $149,137 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3 |
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 | $48,605 | $63,905-23.9% | $74,183-34.5% | $57,658-15.7% |
| Participation rate | 82.9% | 79.8%+3.2pp | 76.6%+6.3pp | 70.2%+12.7pp |
| Annual return | 24.41% | 60.60%-36.2pp | 17.74%+6.7pp | 5.13%+19.3pp |
| Employer contribution / active EE | $3,163 | $1,840+71.9% | $2,370+33.5% | $1,974+60.3% |
| Participant deferral / active EE | $4,189 | $3,448+21.5% | $3,550+18.0% | $3,061+36.9% |
| Admin fee / account holder | $182 | $91+99.7% | $5,586-96.7% | $95+92.4% |