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 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $39,334 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $13,401 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $300 |
NATIONAL FINANCIAL SERVICES9+ 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 | $157,001 | $95,274+64.8% | $135,903+15.5% | $74,419+111.0% |
| Participation rate | 82.7% | 78.2%+4.5pp | 81.9%+0.8pp | 70.7%+11.9pp |
| Annual return | 16.42% | 32.77%-16.3pp | 68.23%-51.8pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,899 | $3,874-25.2% | $4,856-40.3% | $2,637+9.9% |
| Participant deferral / active EE | $5,899 | $7,782-24.2% | $7,758-24.0% | $4,528+30.3% |
| Admin fee / account holder | $265 | $266-0.4% | $10,762-97.5% | $348-23.8% |