Filed January 18, 2005
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,317 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,590 | $102,553+136.6% | $151,611+60.0% | $66,914+262.5% |
| Participation rate | 97.1% | 85.5%+11.6pp | 87.5%+9.6pp | 69.8%+27.3pp |
| Annual return | -14.73% | -10.82%-3.9pp | 3.33%-18.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $15,838 | $4,180+278.9% | $6,166+156.9% | $2,544+522.5% |
| Participant deferral / active EE | $9,474 | $6,641+42.7% | $8,363+13.3% | $4,237+123.6% |
| Admin fee / account holder | $233 | $630-63.0% | $11,616-98.0% | $593-60.7% |