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 | $33,424 |
Filed as: GUIDANCE POINT RETIREMENT SVCS, LLC Service code 27 80 EXCHANGE STREET, SUITE 1 · BANGOR, ME 04401 | Advisory (Plan) | $17,993 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 82-3967259 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,136 | $56,485+11.8% | $185,823-66.0% | $86,799-27.3% |
| Participation rate | 78.8% | 65.5%+13.3pp | 81.7%-2.9pp | 72.3%+6.5pp |
| Annual return | 16.31% | 118.04%-101.7pp | 122.05%-105.7pp | 97.91%-81.6pp |
| Employer contribution / active EE | $651 | $1,843-64.7% | $5,167-87.4% | $2,405-73.0% |
| Participant deferral / active EE | $4,103 | $2,553+60.7% | $5,568-26.3% | $4,131-0.7% |
| Admin fee / account holder | $65 | $150-56.3% | $16,237-99.6% | $170-61.4% |