Filed April 24, 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 | $11,207 |
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 | $295,712 | $84,784+248.8% | $98,439+200.4% | $74,419+297.4% |
| Participation rate | 98.2% | 81.5%+16.7pp | 75.2%+23.0pp | 70.7%+27.5pp |
| Annual return | 17.07% | 20.59%-3.5pp | 21.16%-4.1pp | 34.38%-17.3pp |
| Employer contribution / active EE | $13,575 | $3,364+303.5% | $3,048+345.4% | $2,637+414.7% |
| Participant deferral / active EE | $15,214 | $5,218+191.6% | $4,738+221.1% | $4,528+236.0% |
| Admin fee / account holder | $23 | $204-88.8% | $8,948-99.7% | $348-93.4% |