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 FINANCIAL5+ years Service code 28 · EIN 59-3342125 | Investment Management | $56,829 |
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $26,976 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $4,386 |
US BANK4 years Service code 19 · EIN 31-0841368 | Securities Custodian | $3,500 |
FORMULA CORPORATION2 years Filed as: FORMULA FOLIO INVESTMENTS LLC Service code 20 · EIN 27-1883816 | Direct payment from the plan; Trustee... | $2,187 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,325 | $47,456+98.8% | $172,739-45.4% | $77,787+21.3% |
| Participation rate | 78.8% | 66.3%+12.6pp | 82.6%-3.8pp | 73.2%+5.6pp |
| Annual return | 23.04% | 35.57%-12.5pp | 802.84%-779.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $2,970 | $1,574+88.7% | $5,143-42.3% | $2,504+18.6% |
| Participant deferral / active EE | $4,144 | $2,560+61.9% | $5,198-20.3% | $3,967+4.4% |
| Admin fee / account holder | $49 | $81-40.0% | $13,954-99.7% | $100-51.5% |