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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,025 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $35 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,296 | $130,194+106.1% | $169,993+57.8% | $71,457+275.5% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.0%+10.2pp | 67.9%+29.3pp |
| Annual return | 15.81% | 20.37%-4.6pp | 53.37%-37.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $8,474 | $4,381+93.4% | $6,785+24.9% | $2,588+227.5% |
| Participant deferral / active EE | $9,784 | $6,923+41.3% | $10,408-6.0% | $4,289+128.1% |
| Admin fee / account holder | $241 | $966-75.1% | $12,815-98.1% | $1,587-84.8% |