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, LLC4 years 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 | $13,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $10,045 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,341 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $553 |
CHARLES SCHWAB & CO., INC.5+ 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 | $194,262 | $100,801+92.7% | $149,696+29.8% | $73,409+164.6% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 18.25% | 265.34%-247.1pp | 276.60%-258.4pp | 59.29%-41.0pp |
| Employer contribution / active EE | $2,966 | $3,312-10.4% | $4,644-36.1% | $2,234+32.8% |
| Participant deferral / active EE | $8,380 | $6,404+30.9% | $6,842+22.5% | $3,805+120.2% |
| Admin fee / account holder | $72 | $181-60.2% | $9,309-99.2% | $158-54.4% |