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, LLC2 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $37,500 |
Filed as: DICICCO GULMAN & CO LLP Service code 10 · EIN 04-3296226 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,488 |
CHARLES SCHWAB & CO., INC.3+ 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 | $148,312 | $75,388+96.7% | $123,544+20.0% | $55,725+166.1% |
| Participation rate | 98.3% | 75.7%+22.7pp | 82.3%+16.0pp | 70.9%+27.5pp |
| Annual return | -5.16% | 4.48%-9.6pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,945 | $3,063+28.8% | $4,628-14.7% | $2,078+89.9% |
| Participant deferral / active EE | $8,825 | $5,651+56.2% | $6,426+37.3% | $3,356+163.0% |
| Admin fee / account holder | $62 | $120-48.0% | $9,284-99.3% | $115-45.9% |