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 Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years 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 | $164,971 | $46,100+257.9% | $86,590+90.5% | $69,631+136.9% |
| Participation rate | 82.5% | 67.2%+15.3pp | 73.5%+9.0pp | 70.7%+11.8pp |
| Annual return | 18.44% | 21.02%-2.6pp | 964.84%-946.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,171 | $1,850+17.4% | $2,839-23.5% | $2,032+6.9% |
| Participant deferral / active EE | $7,722 | $2,432+217.6% | $3,609+114.0% | $3,224+139.5% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |