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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $121,311 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $31,425 |
ROTH ASSET MANAGEMENT, INC.7+ years Service code 27 · EIN 20-0160353 | Advisory (Plan) | $19,480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,201 | $91,746-21.3% | $146,665-50.8% | $93,030-22.4% |
| Participation rate | 99.5% | 80.9%+18.6pp | 80.1%+19.4pp | 73.9%+25.6pp |
| Annual return | 20.19% | 18.28%+1.9pp | 22.74%-2.6pp | 158.70%-138.5pp |
| Employer contribution / active EE | $2,839 | $2,815+0.9% | $4,136-31.4% | $2,706+4.9% |
| Participant deferral / active EE | $4,438 | $4,589-3.3% | $5,506-19.4% | $4,562-2.7% |
| Admin fee / account holder | $120 | $101+18.4% | $10,280-98.8% | $152-21.0% |