Filed February 2, 2005
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $188,151 |
Service code 25 · EIN 41-1569172 | Directed Trustee | $7,084 |
Service code 25 · EIN 34-1913859 | Directed Trustee | $6,712 |
Service code 26 · EIN 86-1328716 | Advisory (Participants) | $5,077 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,227 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,325 | $160,882+77.3% | $200,582+42.2% | $102,872+177.4% |
| Participation rate | 99.0% | 91.2%+7.8pp | 86.9%+12.1pp | 73.0%+26.0pp |
| Annual return | 15.11% | 18.15%-3.0pp | 42.33%-27.2pp | 19.06%-3.9pp |
| Employer contribution / active EE | $8,198 | $5,602+46.3% | $6,419+27.7% | $3,526+132.5% |
| Participant deferral / active EE | $22,550 | $9,300+142.5% | $9,331+141.7% | $5,535+307.4% |
| Admin fee / account holder | $56 | $125-55.1% | $16,305-99.7% | $292-80.8% |