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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,879 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,287 | $44,960+312.1% | $84,966+118.1% | $74,495+148.7% |
| Participation rate | 94.7% | 49.4%+45.3pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 15.14% | 26.24%-11.1pp | 66.38%-51.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,169 | $1,457+186.1% | $2,727+52.9% | $2,623+58.9% |
| Participant deferral / active EE | $10,435 | $2,731+282.1% | $4,519+130.9% | $4,346+140.1% |
| Admin fee / account holder | $105 | $2,209-95.2% | $6,149-98.3% | $1,942-94.6% |