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 | $21,965 |
Filed as: GUIDANCE POINT RETIREMENT SVCS, LLC Service code 27 80 EXCHANGE STREET, SUITE 1 · BANGOR, ME 04401 | Advisory (Plan) | $18,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $445 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,928 | $62,928-9.5% | $172,739-67.0% | $67,579-15.8% |
| Participation rate | 73.0% | 64.5%+8.5pp | 82.6%-9.7pp | 71.3%+1.7pp |
| Annual return | 23.52% | 30.36%-6.8pp | 802.84%-779.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $599 | $1,636-63.4% | $5,143-88.4% | $2,148-72.1% |
| Participant deferral / active EE | $3,640 | $2,145+69.7% | $5,198-30.0% | $3,539+2.9% |
| Admin fee / account holder | $64 | $167-61.7% | $13,954-99.5% | $142-55.1% |