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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $173,110 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $30,169 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $37,427 | $78,852-52.5% | $76,768-51.2% | $75,289-50.3% |
| Participation rate | 92.4% | 85.0%+7.4pp | 77.0%+15.4pp | 72.4%+19.9pp |
| Annual return | -5.15% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,253 | $2,794+16.4% | $2,485+30.9% | $2,405+35.3% |
| Participant deferral / active EE | $4,554 | $4,800-5.1% | $3,852+18.2% | $3,739+21.8% |
| Admin fee / account holder | $115 | $79+45.4% | $6,675-98.3% | $102+12.3% |