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 | $37,264 |
Filed as: GUIDANCE POINT RETIREMENT SVCS, LLC Service code 27 80 EXCHANGE STREET, SUITE 1 · BANGOR, ME 04401 | Advisory (Plan) | $17,990 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17,030 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,267 | $47,126+21.5% | $149,673-61.7% | $74,419-23.0% |
| Participation rate | 84.0% | 63.4%+20.6pp | 78.8%+5.2pp | 70.7%+13.2pp |
| Annual return | 16.94% | 22.75%-5.8pp | 134.42%-117.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $738 | $1,905-61.3% | $4,818-84.7% | $2,637-72.0% |
| Participant deferral / active EE | $4,596 | $2,728+68.5% | $5,680-19.1% | $4,528+1.5% |
| Admin fee / account holder | $60 | $343-82.6% | $13,210-99.5% | $348-82.8% |