Filed February 25, 2003 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $22,292 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,677 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $74,919 | $88,730-15.6% | $82,313-9.0% | $77,958-3.9% |
| Participation rate | 97.1% | 84.5%+12.6pp | 76.9%+20.2pp | 71.6%+25.5pp |
| Annual return | 19.46% | 20.88%-1.4pp | 25.88%-6.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $2,686 | $2,758-2.6% | $2,428+10.6% | $2,310+16.3% |
| Participant deferral / active EE | $4,699 | $4,634+1.4% | $3,706+26.8% | $3,537+32.9% |
| Admin fee / account holder | $118 | $74+60.1% | $5,608-97.9% | $97+21.6% |