Filed May 24, 2004
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 |
|---|---|---|
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $87,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Direct pa... | $3,486 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,101 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | 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 | $134,946 | $80,177+68.3% | $123,892+8.9% | $57,658+134.0% |
| Participation rate | 97.2% | 74.4%+22.8pp | 81.4%+15.8pp | 70.2%+27.0pp |
| Annual return | 7.75% | 17.90%-10.1pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,368 | $2,913-18.7% | $4,617-48.7% | $1,974+20.0% |
| Participant deferral / active EE | $7,256 | $5,130+41.4% | $5,984+21.2% | $3,061+137.1% |
| Admin fee / account holder | $112 | $106+5.0% | $8,357-98.7% | $95+18.1% |