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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,075 |
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 | $340,233 | $92,055+269.6% | $106,213+220.3% | $77,643+338.2% |
| Participation rate | 98.9% | 81.0%+17.9pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 13.70% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $14,867 | $3,367+341.5% | $3,171+368.8% | $2,726+445.4% |
| Participant deferral / active EE | $16,453 | $5,386+205.5% | $5,016+228.0% | $4,647+254.0% |
| Admin fee / account holder | $42 | $219-80.7% | $11,033-99.6% | $430-90.2% |