Filed December 9, 2004
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.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,257 | $39,859+261.9% | $78,689+83.3% | $57,658+150.2% |
| Participation rate | 82.8% | 66.1%+16.7pp | 73.6%+9.2pp | 70.2%+12.5pp |
| Annual return | 8.87% | 18.96%-10.1pp | 62.18%-53.3pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,179 | $1,786+22.0% | $2,851-23.5% | $1,974+10.4% |
| Participant deferral / active EE | $7,627 | $2,248+239.2% | $3,517+116.9% | $3,061+149.2% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |