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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $273,759 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25,717 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $41,869 | $105,247-60.2% | $87,100-51.9% | $77,787-46.2% |
| Participation rate | 73.1% | 85.8%-12.7pp | 76.9%-3.8pp | 73.2%-0.1pp |
| Annual return | 24.24% | 24.52%-0.3pp | 28.19%-4.0pp | 32.57%-8.3pp |
| Employer contribution / active EE | $2,608 | $2,895-9.9% | $2,521+3.4% | $2,504+4.1% |
| Participant deferral / active EE | $3,586 | $5,060-29.1% | $4,049-11.4% | $3,967-9.6% |
| Admin fee / account holder | $162 | $104+54.6% | $7,497-97.8% | $100+61.4% |