Filed January 5, 2009 (most recent of 3 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 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,583 |
GRP FINANCIAL1 year Service code 28 · EIN 47-1411118 | Investment Management | $48,000 |
VASQUEZ & COMPANY LLP4 years Filed as: VASQUEZ AND COMPANY LLP Service code 10 · EIN 33-0700332 | Accounting | $13,500 |
PAIK, DAVID J1 year Filed as: DAVID J. PAIK Service code 29 · EIN 46-2465521 | Legal | $10,481 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $253 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $180,922 | $79,519+127.5% | $95,952+88.6% | $73,409+146.5% |
| Participation rate | 79.6% | 81.2%-1.6pp | 77.1%+2.5pp | 72.2%+7.4pp |
| Annual return | 16.65% | 19.20%-2.5pp | 91.61%-75.0pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,365 | $2,048+15.5% | $2,541-6.9% | $2,234+5.9% |
| Participant deferral / active EE | $6,970 | $4,138+68.4% | $4,167+67.3% | $3,805+83.1% |
| Admin fee / account holder | $185 | $184+0.2% | $6,795-97.3% | $158+16.9% |