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 ASSOCIATES4+ years Service code 16 · EIN 38-2772510 | Consulting | $42,188 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC Service code 15 · EIN 38-2738460 | Recordkeeping | $20,613 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); No... | $2,412 |
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 | $34,266 | $47,977-28.6% | $154,107-77.8% | $56,287-39.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -1.29% | 3.54%-4.8pp | 735.12%-736.4pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,526 | $2,169-29.7% | $5,298-71.2% | $2,111-27.7% |
| Participant deferral / active EE | $1,825 | $2,392-23.7% | $5,081-64.1% | $3,350-45.5% |
| Admin fee / account holder | $384 | $438-12.5% | $13,411-97.1% | $521-26.4% |