Filed August 12, 2002 (most recent of 3 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 10-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $2,173,656 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1733782 | Securities brokerage; Securities brok... | $2,493 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,842 | $46,969+31.7% | $154,107-59.9% | $73,367-15.7% |
| Participation rate | 99.1% | 72.4%+26.7pp | 83.0%+16.1pp | 69.5%+29.6pp |
| Annual return | -3.74% | 821.68%-825.4pp | 735.12%-738.9pp | 173.45%-177.2pp |
| Employer contribution / active EE | $2,864 | $1,723+66.2% | $5,298-45.9% | $2,499+14.6% |
| Participant deferral / active EE | $5,032 | $3,162+59.1% | $5,081-1.0% | $4,033+24.8% |
| Admin fee / account holder | $108 | $47+132.4% | $13,411-99.2% | $68+58.4% |