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 |
|---|---|---|
FIRSTWAVE FINANCIAL2+ years Service code 28 · EIN 59-3342125 | Investment Management | $23,709 |
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $22,251 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,059 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $6,808 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
MAZURSKY CONSTANTINE LLC1 year Service code 29 · EIN 27-3547321 | Legal | $0 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,494 | $37,213+84.1% | $156,549-56.2% | $63,975+7.1% |
| Participation rate | 72.7% | 65.0%+7.7pp | 84.0%-11.3pp | 71.1%+1.5pp |
| Annual return | 9.61% | 47.89%-38.3pp | 32.23%-22.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $2,216 | $1,357+63.3% | $5,501-59.7% | $2,182+1.6% |
| Participant deferral / active EE | $3,082 | $2,070+48.9% | $4,871-36.7% | $3,356-8.2% |
| Admin fee / account holder | $20 | $56-65.0% | $13,027-99.8% | $70-72.0% |