Filed January 15, 1997
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,267 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $194 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,201 | $129,021+52.8% | $184,203+7.1% | $77,643+154.0% |
| Participation rate | 90.5% | 87.3%+3.1pp | 86.8%+3.7pp | 70.6%+19.9pp |
| Annual return | 25.79% | 33.27%-7.5pp | 28.81%-3.0pp | 31.24%-5.4pp |
| Employer contribution / active EE | $8,376 | $4,413+89.8% | $6,427+30.3% | $2,726+207.3% |
| Participant deferral / active EE | $18,952 | $7,297+159.7% | $9,131+107.6% | $4,647+307.8% |
| Admin fee / account holder | $47 | $254-81.4% | $13,901-99.7% | $430-89.0% |