Filed February 17, 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. $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 |
|---|---|---|
DEW WEALTH STRATEGIES LLC3 years Filed as: DEW WEALTH STRATEGIES, LLC Service code 26 · EIN 01-0560582 | Advisory (Participants) | $11,122 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $2,715 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,625 | $86,897+101.0% | $151,611+15.2% | $64,808+169.5% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.5%+9.6pp | 71.5%+25.6pp |
| Annual return | -17.70% | -3.57%-14.1pp | 3.33%-21.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $9,524 | $4,010+137.5% | $6,166+54.5% | $2,506+280.1% |
| Participant deferral / active EE | $11,729 | $6,690+75.3% | $8,363+40.2% | $4,310+172.1% |
| Admin fee / account holder | $29 | $153-81.4% | $11,616-99.8% | $188-84.8% |