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 | Float revenue; Recordkeeping fees; Fi... | $2,220,366 |
SLATESTONE WEALTH LLC2 years Service code 33 · EIN 61-1815919 | Securities brokerage; Securities brok... | $6,872 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON FINANCIAL GROUP Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $6,709 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,136 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,228 | $68,330+1.3% | $149,673-53.7% | $96,393-28.2% |
| Participation rate | 99.1% | 74.6%+24.5pp | 78.8%+20.4pp | 71.3%+27.8pp |
| Annual return | 16.32% | 29.64%-13.3pp | 134.42%-118.1pp | 22.88%-6.6pp |
| Employer contribution / active EE | $3,522 | $2,139+64.6% | $4,818-26.9% | $3,238+8.7% |
| Participant deferral / active EE | $6,010 | $4,422+35.9% | $5,680+5.8% | $5,455+10.2% |
| Admin fee / account holder | $67 | $52+29.1% | $13,210-99.5% | $74-9.2% |