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 |
|---|---|---|
NYHART6+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $263,350 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $140,653 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $29,879 |
RETIREMENT EDUCATION SOLUTIONS6+ years Service code 26 2208 TROWBRIDGE HIGH STREET · CARMEL, IN 46032 | Advisory (Participants) | $29,281 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $20,020 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $12,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,831 | $56,095-43.3% | $178,490-82.2% | $90,288-64.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 15.66% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,861 | $1,572+18.3% | $5,011-62.9% | $2,524-26.3% |
| Participant deferral / active EE | $2,907 | $2,669+8.9% | $5,202-44.1% | $4,232-31.3% |
| Admin fee / account holder | $108 | $101+7.7% | $13,984-99.2% | $114-5.0% |