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 4-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 | $646,296 |
FIRSTWAVE FINANCIAL1+ years Service code 26 · EIN 59-3342125 | Advisory (Participants) | $73,549 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $929 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $48 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,361 | $52,346+47.8% | $143,757-46.2% | $78,044-0.9% |
| Participation rate | 76.8% | 72.7%+4.1pp | 80.3%-3.5pp | 74.4%+2.4pp |
| Annual return | 0.00% | -14.19%+14.2pp | -0.04%0pp | 10.87%-10.9pp |
| Employer contribution / active EE | $1,274 | $2,131-40.2% | $4,951-74.3% | $3,125-59.2% |
| Participant deferral / active EE | $4,415 | $3,800+16.2% | $5,637-21.7% | $5,084-13.2% |
| Admin fee / account holder | $83 | $63+31.4% | $14,673-99.4% | $79+5.6% |