Filed January 30, 2005 (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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $207,387 |
CHIAMPOU TRAVIS BESAW & KERSHNER1+ years Filed as: CHIAMPOU TRAVIS BESAW AND KERS Service code 10 · EIN 16-1468002 | Accounting | $15,300 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,389 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,478 | $75,760+2.3% | $123,104-37.1% | $59,188+30.9% |
| Participation rate | 99.5% | 86.0%+13.4pp | 86.8%+12.7pp | 69.4%+30.1pp |
| Annual return | 1.30% | 2.93%-1.6pp | 13.22%-11.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $4,226 | $3,415+23.7% | $5,151-18.0% | $2,098+101.5% |
| Participant deferral / active EE | $5,304 | $5,000+6.1% | $6,230-14.9% | $3,265+62.5% |
| Admin fee / account holder | $102 | $61+67.1% | $9,015-98.9% | $92+10.1% |