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 | Finders' fees / placement fees; Float... | $131,848 |
HIGHTOWER ADVISORS LLC3 years Service code 16 · EIN 36-4500709 | Consulting | $55,000 |
KREISCHER MILLER4+ years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $200 |
NATIONAL FINANCIAL SERVICES4+ 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 | $132,059 | $75,388+75.2% | $123,544+6.9% | $55,725+137.0% |
| Participation rate | 75.6% | 75.7%0pp | 82.3%-6.7pp | 70.9%+4.8pp |
| Annual return | -4.61% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,805 | $3,063-8.4% | $4,628-39.4% | $2,078+35.0% |
| Participant deferral / active EE | $5,046 | $5,651-10.7% | $6,426-21.5% | $3,356+50.4% |
| Admin fee / account holder | $281 | $120+135.0% | $9,284-97.0% | $115+144.3% |