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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $154,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,477 | $50,815+26.9% | $155,509-58.5% | $77,643-17.0% |
| Participation rate | 93.5% | 63.1%+30.4pp | 78.2%+15.3pp | 70.6%+22.9pp |
| Annual return | 12.51% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,605 | $1,993+30.7% | $4,672-44.3% | $2,726-4.4% |
| Participant deferral / active EE | $4,845 | $2,822+71.7% | $5,626-13.9% | $4,647+4.3% |
| Admin fee / account holder | $156 | $437-64.2% | $15,912-99.0% | $430-63.7% |