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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,274 |
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 | $398,256 | $104,919+279.6% | $116,228+242.7% | $85,563+365.5% |
| Participation rate | 99.3% | 78.6%+20.7pp | 74.6%+24.7pp | 66.0%+33.3pp |
| Annual return | 15.65% | 15.38%+0.3pp | 90.06%-74.4pp | 31.51%-15.9pp |
| Employer contribution / active EE | $15,032 | $3,485+331.3% | $2,994+402.0% | $2,654+466.5% |
| Participant deferral / active EE | $16,435 | $5,306+209.7% | $4,953+231.8% | $4,375+275.6% |
| Admin fee / account holder | $40 | $429-90.6% | $11,989-99.7% | $834-95.2% |