Filed October 18, 2004 (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 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 28 · EIN 23-0891050 | Investment Management | $16,265 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,130 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $604 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $95,226 | $57,435+65.8% | $105,218-9.5% | $55,191+72.5% |
| Participation rate | 93.5% | 71.3%+22.1pp | 77.2%+16.3pp | 69.2%+24.3pp |
| Annual return | 2.01% | 2.97%-1.0pp | 5.33%-3.3pp | 10.78%-8.8pp |
| Employer contribution / active EE | $4,894 | $1,920+154.9% | $3,255+50.3% | $1,899+157.7% |
| Participant deferral / active EE | $6,997 | $3,495+100.2% | $4,867+43.8% | $3,046+129.7% |
| Admin fee / account holder | $64 | $70-9.1% | $6,992-99.1% | $91-29.6% |