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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $343,427 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $32,084 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,947 | $176,491-71.7% | $95,952-47.9% | $90,288-44.7% |
| Participation rate | 93.0% | 86.6%+6.4pp | 77.1%+15.9pp | 73.4%+19.6pp |
| Annual return | 51.81% | 20.14%+31.7pp | 91.61%-39.8pp | 53.97%-2.2pp |
| Employer contribution / active EE | $3,585 | $2,789+28.6% | $2,541+41.1% | $2,524+42.0% |
| Participant deferral / active EE | $4,970 | $5,340-6.9% | $4,167+19.3% | $4,232+17.4% |
| Admin fee / account holder | $177 | $154+15.1% | $6,795-97.4% | $114+55.5% |