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 LLC4 years Filed as: DEW WEALTH STRATEGIES, LLC Service code 26 · EIN 01-0560582 | Advisory (Participants) | $11,318 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,388 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,222 | $100,227+117.7% | $169,993+28.4% | $74,419+193.2% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 21.94% | 66.08%-44.1pp | 53.37%-31.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $10,037 | $4,263+135.5% | $6,785+47.9% | $2,637+280.6% |
| Participant deferral / active EE | $13,587 | $7,143+90.2% | $10,408+30.5% | $4,528+200.1% |
| Admin fee / account holder | $29 | $234-87.7% | $12,815-99.8% | $348-91.7% |