Filed October 6, 2003
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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $139,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,048 | $56,485+16.9% | $185,823-64.5% | $86,799-23.9% |
| Participation rate | 95.5% | 65.5%+30.0pp | 81.7%+13.8pp | 72.3%+23.2pp |
| Annual return | 14.46% | 118.04%-103.6pp | 122.05%-107.6pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,555 | $1,843+38.6% | $5,167-50.6% | $2,405+6.2% |
| Participant deferral / active EE | $4,700 | $2,553+84.1% | $5,568-15.6% | $4,131+13.8% |
| Admin fee / account holder | $178 | $150+19.1% | $16,237-98.9% | $170+5.1% |