Filed August 21, 2003
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 |
|---|---|---|
WFG ADVISORS2+ years Service code 26 · EIN 03-0509863 | Advisory (Participants) | $41,567 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,258 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,118 | $63,924+105.1% | $108,579+20.8% | $55,167+137.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 79.6%+12.7pp | 69.0%+23.3pp |
| Annual return | 3.55% | 15.31%-11.8pp | -51.70%+55.2pp | 169.23%-165.7pp |
| Employer contribution / active EE | $2,333 | $1,879+24.2% | $3,758-37.9% | $1,963+18.9% |
| Participant deferral / active EE | $3,624 | $3,067+18.2% | $4,311-15.9% | $3,054+18.7% |
| Admin fee / account holder | $262 | $618-57.5% | $7,645-96.6% | $504-47.9% |