Filed June 30, 1995
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 3-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 | $25,326 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $314 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,530 | $54,320-67.7% | $67,652-74.1% | $52,331-66.5% |
| Participation rate | 85.3% | 73.6%+11.7pp | 75.7%+9.7pp | 68.1%+17.2pp |
| Annual return | 38.86% | 6.81%+32.1pp | 6625.04%-6586.2pp | 4.54%+34.3pp |
| Employer contribution / active EE | $409 | $1,544-73.5% | $2,266-82.0% | $1,882-78.3% |
| Participant deferral / active EE | $1,097 | $2,950-62.8% | $3,560-69.2% | $3,022-63.7% |
| Admin fee / account holder | $117 | $527-77.8% | $4,821-97.6% | $592-80.3% |