Filed January 10, 2005
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $8,334 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $15 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,350 | $129,095-44.7% | $184,200-61.3% | $77,671-8.1% |
| Participation rate | 92.4% | 87.3%+5.1pp | 86.8%+5.6pp | 70.6%+21.9pp |
| Annual return | 27.78% | 33.29%-5.5pp | 28.80%-1.0pp | 31.21%-3.4pp |
| Employer contribution / active EE | $3,482 | $4,410-21.0% | $6,424-45.8% | $2,726+27.7% |
| Participant deferral / active EE | $6,607 | $7,300-9.5% | $9,132-27.7% | $4,648+42.2% |
| Admin fee / account holder | $17 | $256-93.3% | $13,907-99.9% | $430-96.0% |