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 | Investment management; Recordkeeping ... | $124,141 |
FID INV INST OPS CO2 years Filed as: FID PLAN CONSULTING, LLC Service code 16 · EIN 47-1186155 | Consulting | $55,000 |
KREISCHER MILLER6+ years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $16,717 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
NATIONAL FINANCIAL SERVICES6+ 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 | $178,122 | $100,801+76.7% | $149,696+19.0% | $73,409+142.6% |
| Participation rate | 74.4% | 77.7%-3.2pp | 82.5%-8.0pp | 72.2%+2.3pp |
| Annual return | 15.44% | 265.34%-249.9pp | 276.60%-261.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $2,704 | $3,312-18.4% | $4,644-41.8% | $2,234+21.0% |
| Participant deferral / active EE | $5,403 | $6,404-15.6% | $6,842-21.0% | $3,805+42.0% |
| Admin fee / account holder | $284 | $181+56.9% | $9,309-97.0% | $158+79.7% |