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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $741,904 |
FIRSTWAVE FINANCIAL2+ years Service code 26 · EIN 59-3342125 | Advisory (Participants) | $70,359 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,255 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,067 | $59,339+36.6% | $149,673-45.8% | $103,482-21.7% |
| Participation rate | 84.2% | 70.2%+14.0pp | 78.8%+5.4pp | 73.3%+10.9pp |
| Annual return | 18.76% | 77.78%-59.0pp | 134.42%-115.7pp | 33.11%-14.4pp |
| Employer contribution / active EE | $1,331 | $2,178-38.9% | $4,818-72.4% | $3,208-58.5% |
| Participant deferral / active EE | $4,625 | $3,716+24.5% | $5,680-18.6% | $5,207-11.2% |
| Admin fee / account holder | $84 | $103-19.0% | $13,210-99.4% | $114-26.8% |