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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $103,252 |
Filed as: KESTRA FINANCIAL INC Service code 28 · EIN 47-1566880 | Investment Management | $50,000 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $389 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,981 | $72,254+45.3% | $86,677+21.1% | $64,808+62.0% |
| Participation rate | 98.2% | 80.4%+17.7pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | -17.99% | 392.42%-410.4pp | 35.91%-53.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,646 | $2,393+52.4% | $2,836+28.5% | $2,506+45.5% |
| Participant deferral / active EE | $6,961 | $4,658+49.4% | $4,656+49.5% | $4,310+61.5% |
| Admin fee / account holder | $142 | $174-18.5% | $7,493-98.1% | $188-24.5% |