Filed February 3, 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 5-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 | $41,167 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,555 | $41,078+295.7% | $80,569+101.8% | $71,457+127.5% |
| Participation rate | 98.1% | 50.2%+47.8pp | 67.0%+31.1pp | 67.9%+30.1pp |
| Annual return | 18.54% | 38.45%-19.9pp | 935.43%-916.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,445 | $1,506+195.2% | $2,723+63.2% | $2,588+71.8% |
| Participant deferral / active EE | $10,875 | $2,699+302.9% | $4,447+144.5% | $4,289+153.6% |
| Admin fee / account holder | $105 | $1,840-94.3% | $5,377-98.1% | $1,587-93.4% |