Filed October 11, 2001 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $161,479 |
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 | $539,172 | $100,227+438.0% | $169,993+217.2% | $74,419+624.5% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 19.54% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $19,154 | $4,263+349.3% | $6,785+182.3% | $2,637+626.3% |
| Participant deferral / active EE | $13,399 | $7,143+87.6% | $10,408+28.7% | $4,528+195.9% |
| Admin fee / account holder | $156 | $234-33.4% | $12,815-98.8% | $348-55.1% |