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, LLC3 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $62,500 |
DICICCO, GULMAN & COMPANY LLP3 years Filed as: DICICCO GULMAN & CO LLP Service code 10 · EIN 04-3296226 | Accounting | $16,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,863 |
CHARLES SCHWAB & CO., INC.4+ 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 | $184,459 | $88,122+109.3% | $141,162+30.7% | $67,579+173.0% |
| Participation rate | 97.4% | 76.5%+20.9pp | 82.5%+14.9pp | 71.3%+26.1pp |
| Annual return | 23.97% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.6pp |
| Employer contribution / active EE | $4,109 | $3,224+27.4% | $4,735-13.2% | $2,148+91.3% |
| Participant deferral / active EE | $9,982 | $5,958+67.5% | $6,709+48.8% | $3,539+182.0% |
| Admin fee / account holder | $83 | $131-36.7% | $10,261-99.2% | $142-41.8% |