Filed April 29, 2002
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 |
|---|---|---|
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $247,954 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $124,141 |
RETIREMENT EDUCATION SOLUTIONS5+ years Service code 26 2208 TROWBRIDGE HIGH STREET · CARMEL, IN 46032 | Advisory (Participants) | $29,212 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $28,034 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $9,877 |
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 | $29,522 | $47,456-37.8% | $172,739-82.9% | $77,787-62.0% |
| Participation rate | 98.4% | 66.3%+32.1pp | 82.6%+15.8pp | 73.2%+25.2pp |
| Annual return | 22.81% | 35.57%-12.8pp | 802.84%-780.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,656 | $1,574+5.2% | $5,143-67.8% | $2,504-33.9% |
| Participant deferral / active EE | $2,519 | $2,560-1.6% | $5,198-51.5% | $3,967-36.5% |
| Admin fee / account holder | $110 | $81+35.5% | $13,954-99.2% | $100+9.5% |