Filed June 24, 2002
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $217,960 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,745 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,886 | $112,772+3.6% | $57,343+103.8% | $59,188+97.5% |
| Participation rate | 95.8% | 71.3%+24.5pp | 75.1%+20.7pp | 69.4%+26.4pp |
| Annual return | 0.77% | 0.85%-0.1pp | 24.39%-23.6pp | 5.51%-4.7pp |
| Employer contribution / active EE | $6,027 | $3,400+77.2% | $2,689+124.2% | $2,098+187.3% |
| Participant deferral / active EE | $5,321 | $3,010+76.8% | $3,162+68.2% | $3,265+63.0% |
| Admin fee / account holder | $71 | $144-50.5% | $3,356-97.9% | $92-22.7% |