Filed October 18, 2004
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 |
|---|---|---|
MONETA GROUP LLC4+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 27 · EIN 20-1903821 | Advisory (Plan) | $64,602 |
CHARLES SCHWAB & CO., INC.4+ years Service code 22 · EIN 94-1737782 | Insurance Broker | $30,334 |
AMERICAN FUNDS4+ years Filed as: OPUS CAPITAL GROUP LLC Service code 27 · EIN 20-4857214 | Advisory (Plan) | $10,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,238 | $79,523+52.5% | $140,016-13.4% | $56,287+115.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.04% | 2.39%-8.4pp | 651.12%-657.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $11,281 | $3,350+236.7% | $5,606+101.2% | $2,111+434.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $298 | $614-51.5% | $10,705-97.2% | $521-42.8% |