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.5+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $96,531 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,493 |
ROTH ASSET MANAGEMENT, INC.5+ years Service code 27 · EIN 20-0160353 | Advisory (Plan) | $19,480 |
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 | $69,370 | $69,159+0.3% | $125,175-44.6% | $67,579+2.7% |
| Participation rate | 99.8% | 78.2%+21.6pp | 79.8%+20.0pp | 71.3%+28.5pp |
| Annual return | 26.60% | 27.12%-0.5pp | 43.79%-17.2pp | 378.56%-352.0pp |
| Employer contribution / active EE | $2,750 | $2,023+35.9% | $3,865-28.9% | $2,148+28.0% |
| Participant deferral / active EE | $3,980 | $3,700+7.6% | $4,937-19.4% | $3,539+12.5% |
| Admin fee / account holder | $136 | $142-4.3% | $9,702-98.6% | $142-4.7% |