Filed August 22, 2003 (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 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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $47,141 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,338 |
ROTH ASSET MANAGEMENT, INC.1+ years Service code 27 · EIN 20-0160353 | Advisory (Plan) | $16,280 |
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 | $57,003 | $57,096-0.2% | $94,224-39.5% | $55,191+3.3% |
| Participation rate | 96.5% | 75.7%+20.8pp | 78.8%+17.7pp | 69.2%+27.3pp |
| Annual return | 0.10% | 159.65%-159.6pp | 10.68%-10.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,187 | $1,708+28.1% | $3,587-39.0% | $1,899+15.2% |
| Participant deferral / active EE | $2,431 | $3,165-23.2% | $4,320-43.7% | $3,046-20.2% |
| Admin fee / account holder | $113 | $89+26.6% | $6,269-98.2% | $91+24.5% |