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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $128,770 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25 |
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 | $59,929 | $69,305-13.5% | $82,313-27.2% | $69,631-13.9% |
| Participation rate | 90.8% | 80.3%+10.5pp | 76.9%+13.9pp | 70.7%+20.1pp |
| Annual return | 47.17% | 21.47%+25.7pp | 25.88%+21.3pp | 27571.02%-27523.9pp |
| Employer contribution / active EE | $2,980 | $1,887+58.0% | $2,428+22.7% | $2,032+46.7% |
| Participant deferral / active EE | $3,996 | $3,568+12.0% | $3,706+7.8% | $3,224+24.0% |
| Admin fee / account holder | $132 | $97+36.2% | $5,608-97.6% | $110+19.8% |