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 ASSOCIATES3+ years Service code 16 · EIN 38-2772510 | Consulting | $35,436 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC Service code 15 · EIN 38-2738460 | Recordkeeping | $22,305 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $2,485 |
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 | $56,713 | $55,453+2.3% | $170,442-66.7% | $62,292-9.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.44% | 21.38%+2.1pp | 205.93%-182.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $2,640 | $2,164+22.0% | $5,433-51.4% | $2,042+29.3% |
| Participant deferral / active EE | $2,546 | $2,303+10.6% | $4,939-48.5% | $3,169-19.7% |
| Admin fee / account holder | $404 | $455-11.2% | $13,880-97.1% | $479-15.7% |