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 49 · EIN 04-1590850 | Other Services | $43,050 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $16 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WEITZ4 years Service code 52 · EIN 47-0693748 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,919 | $111,608+6.6% | $177,821-33.1% | $73,409+62.0% |
| Participation rate | 79.2% | 87.9%-8.7pp | 87.7%-8.5pp | 72.2%+7.0pp |
| Annual return | 15.32% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,098 | $3,796-71.1% | $5,918-81.4% | $2,234-50.8% |
| Participant deferral / active EE | $3,603 | $6,199-41.9% | $7,714-53.3% | $3,805-5.3% |
| Admin fee / account holder | $116 | $166-30.1% | $12,427-99.1% | $158-26.7% |