Filed April 23, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $679,275 |
CHARLES SCHWAB & CO., INC.5+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $33,683 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $3,227 |
HARBOUR INVESTMENTS INC1 year Service code 27 · EIN 39-1571149 | Advisory (Plan) | $2,966 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $166,717 | $105,247+58.4% | $87,100+91.4% | $77,787+114.3% |
| Participation rate | 97.3% | 85.8%+11.5pp | 76.9%+20.4pp | 73.2%+24.1pp |
| Annual return | 36.75% | 24.52%+12.2pp | 28.19%+8.6pp | 32.57%+4.2pp |
| Employer contribution / active EE | $6,838 | $2,895+136.2% | $2,521+171.2% | $2,504+173.0% |
| Participant deferral / active EE | $3,931 | $5,060-22.3% | $4,049-2.9% | $3,967-0.9% |
| Admin fee / account holder | $257 | $104+145.8% | $7,497-96.6% | $100+156.7% |