Filed November 13, 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 |
|---|---|---|
DILLON AND ASSOCIATES1+ years Service code 16 · EIN 38-2772510 | Consulting | $27,706 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC Service code 15 · EIN 38-2738460 | Recordkeeping | $16,788 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Float revenue; Direct payment from th... | $1,488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,835 | $46,360-7.6% | $147,614-71.0% | $52,331-18.1% |
| Participation rate | 99.2% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | -0.53% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,349 | $2,126-36.5% | $5,564-75.7% | $1,882-28.3% |
| Participant deferral / active EE | $1,083 | $2,258-52.0% | $4,895-77.9% | $3,022-64.2% |
| Admin fee / account holder | $338 | $766-55.8% | $11,611-97.1% | $592-42.8% |