Filed March 1, 2002
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES EPSTEIN EPSTEIN FINANCIAL S Service code 27 330 WHITNEY AVE STE 160 · HOLYOKE, MA 01040 | Advisory (Plan) | $50,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,510 | $100,801+19.6% | $149,696-19.5% | $73,409+64.2% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.5%+10.8pp | 72.2%+21.1pp |
| Annual return | 15.01% | 265.34%-250.3pp | 276.60%-261.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,461 | $3,312-25.7% | $4,644-47.0% | $2,234+10.2% |
| Participant deferral / active EE | $8,682 | $6,404+35.6% | $6,842+26.9% | $3,805+128.1% |
| Admin fee / account holder | $120 | $181-33.9% | $9,309-98.7% | $158-24.3% |