Filed May 30, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Other services; Participant communica... | $15,438 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,231 | $122,239-13.9% | $184,200-42.9% | $74,546+41.2% |
| Participation rate | 95.3% | 85.5%+9.8pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 13.36% | 19.95%-6.6pp | 28.80%-15.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,688 | $4,537-18.7% | $6,424-42.6% | $2,624+40.5% |
| Participant deferral / active EE | $4,298 | $7,139-39.8% | $9,132-52.9% | $4,347-1.1% |
| Admin fee / account holder | $112 | $1,260-91.1% | $13,907-99.2% | $1,944-94.2% |