Filed February 25, 2003
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $120,704 |
HIGHTOWER ADVISORS LLC2 years Service code 16 · EIN 36-4500709 | Consulting | $46,000 |
KREISCHER MILLER3+ years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $15,700 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,032 | $155,795-9.5% | $136,294+3.5% | $69,631+102.5% |
| Participation rate | 74.9% | 75.2%-0.4pp | 81.9%-7.0pp | 70.7%+4.2pp |
| Annual return | 15.96% | 232464.33%-232448.4pp | 5155.94%-5140.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,588 | $2,991-13.5% | $4,695-44.9% | $2,032+27.4% |
| Participant deferral / active EE | $4,633 | $5,394-14.1% | $6,247-25.8% | $3,224+43.7% |
| Admin fee / account holder | $266 | $128+107.2% | $9,243-97.1% | $110+140.6% |