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, LLC8+ years Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $60,424 |
Service code 27 · EIN 06-1461865 | Advisory (Plan) | $21,347 |
WHITTLESEY PC4 years Filed as: WHITTLESEY, P.C. Service code 10 · EIN 06-0903326 | Accounting | $9,600 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,173 | $72,254-63.8% | $86,677-69.8% | $64,808-59.6% |
| Participation rate | 98.4% | 80.4%+18.0pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -14.79% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,266 | $2,393-5.3% | $2,836-20.1% | $2,506-9.6% |
| Participant deferral / active EE | $2,002 | $4,658-57.0% | $4,656-57.0% | $4,310-53.6% |
| Admin fee / account holder | $175 | $174+0.9% | $7,493-97.7% | $188-6.6% |