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 | $36,784 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $23,636 |
GUIDANCE POINT RETIREMENT SERVICES10+ years Filed as: GUIDANCE POINT RETIREMENT SVCS, LLC Service code 27 80 EXCHANGE STREET, SUITE 1 · BANGOR, ME 04401 | Advisory (Plan) | $17,986 |
CHARLES SCHWAB & CO., INC.8 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 | $63,780 | $50,815+25.5% | $155,509-59.0% | $77,643-17.9% |
| Participation rate | 79.9% | 63.1%+16.8pp | 78.2%+1.7pp | 70.6%+9.3pp |
| Annual return | 12.84% | 34.80%-22.0pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $721 | $1,993-63.8% | $4,672-84.6% | $2,726-73.5% |
| Participant deferral / active EE | $4,570 | $2,822+61.9% | $5,626-18.8% | $4,647-1.7% |
| Admin fee / account holder | $58 | $437-86.6% | $15,912-99.6% | $430-86.4% |