Filed February 20, 2002 (most recent of 2 filings on file)
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 7-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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $285,599 |
FIRSTWAVE FINANCIAL1+ years Service code 28 · EIN 59-3342125 | Investment Management | $22,194 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $21,517 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $16,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,325 | $37,039+81.8% | $147,614-54.4% | $59,188+13.7% |
| Participation rate | 71.0% | 63.8%+7.3pp | 84.6%-13.6pp | 69.4%+1.6pp |
| Annual return | -0.08% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $2,047 | $1,353+51.3% | $5,564-63.2% | $2,098-2.4% |
| Participant deferral / active EE | $2,763 | $2,094+32.0% | $4,895-43.6% | $3,265-15.4% |
| Admin fee / account holder | $44 | $60-26.7% | $11,611-99.6% | $92-52.1% |