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 ASSOCIATES6+ years Service code 16 · EIN 38-2772510 | Consulting | $36,072 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $22,435 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Investm... | $2,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $69,755 | $58,879+18.5% | $178,490-60.9% | $73,488-5.1% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 25.21% | 24.86%+0.4pp | 151.07%-125.9pp | 28.51%-3.3pp |
| Employer contribution / active EE | $1,200 | $2,236-46.3% | $5,011-76.0% | $2,270-47.1% |
| Participant deferral / active EE | $2,543 | $2,567-0.9% | $5,202-51.1% | $3,740-32.0% |
| Admin fee / account holder | $404 | $400+1.0% | $13,984-97.1% | $513-21.2% |