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 26 · EIN 43-1451524 | Advisory (Participants) | $55,000 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $53,678 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $699 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,604 | $82,202+79.6% | $125,339+17.8% | $64,808+127.8% |
| Participation rate | 82.3% | 77.9%+4.4pp | 82.4%-0.1pp | 71.5%+10.8pp |
| Annual return | -16.07% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,841 | $3,615-21.4% | $4,814-41.0% | $2,506+13.4% |
| Participant deferral / active EE | $5,785 | $7,175-19.4% | $7,446-22.3% | $4,310+34.2% |
| Admin fee / account holder | $261 | $163+59.7% | $10,010-97.4% | $188+38.8% |