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 ASSOCIATES2+ years Service code 16 · EIN 38-2772510 | Consulting | $29,627 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC Service code 15 · EIN 38-2738460 | Recordkeeping | $17,932 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $1,604 |
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 | $44,926 | $46,732-3.9% | $156,549-71.3% | $55,167-18.6% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.3pp |
| Annual return | 6.94% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,647 | $2,105-21.8% | $5,501-70.1% | $1,963-16.1% |
| Participant deferral / active EE | $1,801 | $2,204-18.3% | $4,871-63.0% | $3,054-41.0% |
| Admin fee / account holder | $354 | $418-15.3% | $13,027-97.3% | $504-29.7% |