Filed March 24, 2005 (most recent of 4 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $44,187 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $468 |
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 | $376,377 | $102,204+268.3% | $145,661+158.4% | $85,563+339.9% |
| Participation rate | 96.8% | 70.6%+26.3pp | 77.2%+19.6pp | 66.0%+30.9pp |
| Annual return | 17.51% | 16.68%+0.8pp | 101.46%-84.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $22,325 | $3,600+520.1% | $4,238+426.8% | $2,654+741.3% |
| Participant deferral / active EE | $16,694 | $5,729+191.4% | $7,198+131.9% | $4,375+281.5% |
| Admin fee / account holder | $56 | $647-91.3% | $12,466-99.5% | $834-93.3% |