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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $140,794 |
COHNREZNIK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $15,245 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,005 |
CHARLES SCHWAB & CO., INC.3+ 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 | $115,031 | $68,544+67.8% | $115,752-0.6% | $69,631+65.2% |
| Participation rate | 94.0% | 74.0%+20.1pp | 77.8%+16.2pp | 70.7%+23.3pp |
| Annual return | 18.30% | 20.97%-2.7pp | 19.41%-1.1pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $4,937 | $2,400+105.7% | $3,492+41.4% | $2,032+143.0% |
| Participant deferral / active EE | $7,600 | $3,887+95.5% | $5,204+46.1% | $3,224+135.8% |
| Admin fee / account holder | $215 | $90+137.5% | $6,278-96.6% | $110+94.2% |