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 | Sales loads (front end and deferred);... | $148,688 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $15,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,130 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $91,929 | $73,404+25.2% | $87,100+5.5% | $67,579+36.0% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.9%+21.3pp | 71.3%+26.9pp |
| Annual return | 23.54% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.0pp |
| Employer contribution / active EE | $3,278 | $2,014+62.8% | $2,521+30.0% | $2,148+52.6% |
| Participant deferral / active EE | $5,968 | $3,913+52.5% | $4,049+47.4% | $3,539+68.6% |
| Admin fee / account holder | $160 | $142+13.3% | $7,497-97.9% | $142+12.7% |