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.4+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $64,232 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,721 |
ROTH ASSET MANAGEMENT, INC.4+ years Service code 27 · EIN 20-0160353 | Advisory (Plan) | $18,740 |
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 | $47,877 | $62,267-23.1% | $110,238-56.6% | $55,725-14.1% |
| Participation rate | 99.6% | 78.1%+21.5pp | 79.8%+19.8pp | 70.9%+28.8pp |
| Annual return | -4.20% | -1.07%-3.1pp | 314.74%-318.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,623 | $1,941+35.1% | $3,826-31.5% | $2,078+26.2% |
| Participant deferral / active EE | $3,741 | $3,516+6.4% | $4,672-19.9% | $3,356+11.5% |
| Admin fee / account holder | $89 | $121-26.3% | $8,547-99.0% | $115-22.6% |