Filed February 25, 2003 (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 8-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SVCS LLC Service code 28 · EIN 47-1566880 | Investment Management | $85,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,952 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $369 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,454 | $79,519+55.3% | $95,952+28.7% | $73,409+68.2% |
| Participation rate | 97.1% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 17.06% | 19.20%-2.1pp | 91.61%-74.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $2,178 | $2,048+6.4% | $2,541-14.3% | $2,234-2.5% |
| Participant deferral / active EE | $6,460 | $4,138+56.1% | $4,167+55.0% | $3,805+69.8% |
| Admin fee / account holder | $106 | $184-42.6% | $6,795-98.4% | $158-33.0% |