Filed October 31, 2002 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $30,832 |
Filed as: GUIDANCE POINT RETIREMENT SVCS, LLC Service code 27 80 EXCHANGE STREET, SUITE 1 · BANGOR, ME 04401 | Advisory (Plan) | $18,066 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $454 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $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 | $48,911 | $37,196+31.5% | $154,107-68.3% | $55,725-12.2% |
| Participation rate | 70.6% | 64.1%+6.5pp | 83.0%-12.4pp | 70.9%-0.3pp |
| Annual return | -3.64% | 1319.68%-1323.3pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $569 | $1,614-64.8% | $5,298-89.3% | $2,078-72.6% |
| Participant deferral / active EE | $3,442 | $2,068+66.4% | $5,081-32.2% | $3,356+2.6% |
| Admin fee / account holder | $87 | $102-14.8% | $13,411-99.4% | $115-24.9% |