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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $333,158 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $51,064 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,731 | $72,254-24.3% | $86,677-36.9% | $64,808-15.5% |
| Participation rate | 96.6% | 80.4%+16.2pp | 76.6%+20.0pp | 71.5%+25.1pp |
| Annual return | -20.18% | 392.42%-412.6pp | 35.91%-56.1pp | 32.82%-53.0pp |
| Employer contribution / active EE | $3,855 | $2,393+61.1% | $2,836+35.9% | $2,506+53.9% |
| Participant deferral / active EE | $5,408 | $4,658+16.1% | $4,656+16.2% | $4,310+25.5% |
| Admin fee / account holder | $225 | $174+29.3% | $7,493-97.0% | $188+19.7% |