Filed March 26, 1997
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 | $114,609 |
Service code 28 · EIN 36-4001764 | Investment Management | $25,000 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $9,800 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $889 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $169,653 | $69,159+145.3% | $125,175+35.5% | $67,579+151.0% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.4pp | 71.3%+25.0pp |
| Annual return | 20.47% | 27.12%-6.6pp | 43.79%-23.3pp | 378.56%-358.1pp |
| Employer contribution / active EE | $5,657 | $2,023+179.6% | $3,865+46.3% | $2,148+163.4% |
| Participant deferral / active EE | $5,864 | $3,700+58.5% | $4,937+18.8% | $3,539+65.7% |
| Admin fee / account holder | $190 | $142+34.1% | $9,702-98.0% | $142+33.6% |