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; Claims ... | $2,190,662 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1733782 | Securities brokerage; Securities brok... | $3,574 |
NATIONAL FINANCIAL SERVICES6+ 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 | $69,454 | $66,513+4.4% | $178,490-61.1% | $106,222-34.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 24.45% | 21.81%+2.6pp | 151.07%-126.6pp | 21.69%+2.8pp |
| Employer contribution / active EE | $2,882 | $1,776+62.3% | $5,011-42.5% | $2,723+5.8% |
| Participant deferral / active EE | $5,216 | $3,679+41.8% | $5,202+0.3% | $4,600+13.4% |
| Admin fee / account holder | $83 | $53+56.0% | $13,984-99.4% | $78+6.4% |