Filed May 2, 1997 (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 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 | $114,320 |
Filed as: PRICE WATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $34,500 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,948 | $176,491+15.0% | $95,952+111.5% | $90,288+124.8% |
| Participation rate | 99.8% | 86.6%+13.2pp | 77.1%+22.7pp | 73.4%+26.5pp |
| Annual return | 10.34% | 20.14%-9.8pp | 91.61%-81.3pp | 53.97%-43.6pp |
| Employer contribution / active EE | $4,870 | $2,789+74.6% | $2,541+91.7% | $2,524+93.0% |
| Participant deferral / active EE | $3,981 | $5,340-25.4% | $4,167-4.5% | $4,232-5.9% |
| Admin fee / account holder | $120 | $154-22.4% | $6,795-98.2% | $114+4.8% |