Filed February 14, 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 |
|---|---|---|
Service code 33 · EIN 04-1590850 | Other investment fees and expenses; D... | $39,728 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $106 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
WEITZ1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $93,012 | $81,537+14.1% | $149,718-37.9% | $69,631+33.6% |
| Participation rate | 73.3% | 86.1%-12.9pp | 87.1%-13.8pp | 70.7%+2.6pp |
| Annual return | 15.61% | 22.79%-7.2pp | 1501.63%-1486.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $737 | $3,239-77.2% | $5,445-86.5% | $2,032-63.7% |
| Participant deferral / active EE | $2,663 | $4,994-46.7% | $6,569-59.5% | $3,224-17.4% |
| Admin fee / account holder | $111 | $107+3.7% | $11,283-99.0% | $110+0.4% |