Filed March 17, 2000
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $36,238 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 28 · EIN 41-0746749 | Investment Management | $9,750 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,551 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $173,593 | $70,002+148.0% | $115,037+50.9% | $52,331+231.7% |
| Participation rate | 97.5% | 72.1%+25.4pp | 81.4%+16.1pp | 68.1%+29.4pp |
| Annual return | -0.54% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $10,422 | $2,715+283.9% | $4,608+126.2% | $1,882+453.9% |
| Participant deferral / active EE | $10,321 | $4,920+109.8% | $6,026+71.3% | $3,022+241.5% |
| Admin fee / account holder | $138 | $566-75.6% | $8,175-98.3% | $592-76.6% |