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 year Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $50,000 |
Filed as: DICICCO GULMAN & CO LLP Service code 10 · EIN 04-3296226 | Accounting | $18,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,186 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,288 |
CHARLES SCHWAB & CO., INC.2+ 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 | $162,789 | $155,795+4.5% | $136,294+19.4% | $69,631+133.8% |
| Participation rate | 97.6% | 75.2%+22.3pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 21.28% | 232464.33%-232443.1pp | 5155.94%-5134.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $4,136 | $2,991+38.3% | $4,695-11.9% | $2,032+103.5% |
| Participant deferral / active EE | $8,290 | $5,394+53.7% | $6,247+32.7% | $3,224+157.2% |
| Admin fee / account holder | $82 | $128-36.3% | $9,243-99.1% | $110-26.1% |