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 FINANCIAL4+ years Service code 28 · EIN 59-3342125 | Investment Management | $52,552 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $25,782 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $7,932 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,582 |
FORMULA CORPORATION1 year Filed as: FORMULA FOLIO INVESTMENTS LLC Service code 20 · EIN 27-1883816 | Trustee (individual); Direct payment ... | $2,242 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,673 | $45,382+69.0% | $154,107-50.2% | $75,289+1.8% |
| Participation rate | 80.7% | 65.9%+14.8pp | 83.0%-2.4pp | 72.4%+8.3pp |
| Annual return | -5.49% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $2,755 | $1,533+79.7% | $5,298-48.0% | $2,405+14.6% |
| Participant deferral / active EE | $4,016 | $2,384+68.4% | $5,081-21.0% | $3,739+7.4% |
| Admin fee / account holder | $21 | $89-76.8% | $13,411-99.8% | $102-79.7% |