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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $101,546 |
Filed as: KESTRA FINANCIAL INC Service code 28 · EIN 47-1566880 | Investment Management | $50,000 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $57 |
CHARLES SCHWAB & CO., INC.3 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 | $128,245 | $185,342-30.8% | $111,297+15.2% | $86,799+47.7% |
| Participation rate | 95.9% | 81.0%+14.9pp | 77.3%+18.5pp | 72.3%+23.6pp |
| Annual return | 14.81% | 500.80%-486.0pp | 54.65%-39.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $3,170 | $2,246+41.1% | $2,731+16.1% | $2,405+31.8% |
| Participant deferral / active EE | $6,107 | $4,458+37.0% | $4,487+36.1% | $4,131+47.8% |
| Admin fee / account holder | $135 | $255-47.1% | $7,964-98.3% | $170-20.4% |