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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $97,874 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $24,575 |
ROTH ASSET MANAGEMENT, INC.6+ years Service code 27 · EIN 20-0160353 | Advisory (Plan) | $19,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,998 | $78,419-0.5% | $133,956-41.8% | $73,409+6.3% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.8%+19.7pp | 72.2%+27.3pp |
| Annual return | 19.16% | 33.35%-14.2pp | 45.09%-25.9pp | 59.29%-40.1pp |
| Employer contribution / active EE | $2,812 | $2,044+37.6% | $3,919-28.2% | $2,234+25.9% |
| Participant deferral / active EE | $4,120 | $3,925+5.0% | $5,048-18.4% | $3,805+8.3% |
| Admin fee / account holder | $127 | $161-21.3% | $8,927-98.6% | $158-19.6% |