Filed October 18, 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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC5+ years Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $55,453 |
Service code 27 · EIN 06-1461865 | Advisory (Plan) | $18,789 |
WHITTLESEY PC1 year Filed as: WHITTLESEY, P.C. Service code 10 · EIN 06-0903326 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $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 | $39,738 | $65,376-39.2% | $87,100-54.4% | $65,185-39.0% |
| Participation rate | 99.5% | 75.3%+24.1pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 20.27% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,376 | $1,822+30.4% | $2,521-5.8% | $2,177+9.2% |
| Participant deferral / active EE | $2,280 | $3,388-32.7% | $4,049-43.7% | $3,514-35.1% |
| Admin fee / account holder | $278 | $520-46.5% | $7,497-96.3% | $847-67.2% |