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, LLC6 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $75,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,897 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $5,182 |
DICICCO, GULMAN & COMPANY LLP6 years Filed as: DICICCO GULMAN & CO LLP Service code 10 150 PRESIDENTIAL WY STE 510 · WOBURN, MA 01888 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $704 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,974 | $82,202+109.2% | $125,339+37.2% | $64,808+165.4% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -17.64% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,787 | $3,615+4.7% | $4,814-21.3% | $2,506+51.1% |
| Participant deferral / active EE | $9,818 | $7,175+36.8% | $7,446+31.9% | $4,310+127.8% |
| Admin fee / account holder | $83 | $163-48.9% | $10,010-99.2% | $188-55.6% |