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, LLC9+ years Filed as: H&H RETIREMENT SERVICES, INC. Service code 15 · EIN 20-0346540 | Recordkeeping | $67,425 |
Service code 27 · EIN 06-1461865 | Advisory (Plan) | $22,318 |
WHITTLESEY PC5 years Filed as: WHITTLESEY, P.C. Service code 10 · EIN 06-0903326 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,607 | $99,078-73.1% | $96,544-72.4% | $74,419-64.2% |
| Participation rate | 98.7% | 80.7%+18.0pp | 76.0%+22.7pp | 70.7%+28.0pp |
| Annual return | 21.76% | 22.48%-0.7pp | 25.84%-4.1pp | 34.38%-12.6pp |
| Employer contribution / active EE | $2,167 | $2,570-15.7% | $2,965-26.9% | $2,637-17.8% |
| Participant deferral / active EE | $2,005 | $4,933-59.4% | $4,851-58.7% | $4,528-55.7% |
| Admin fee / account holder | $161 | $225-28.4% | $8,252-98.1% | $348-53.8% |