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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $164,890 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $15,700 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,026 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.4+ 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 | $101,488 | $64,286+57.9% | $106,387-4.6% | $55,725+82.1% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.5%+16.1pp | 70.9%+22.7pp |
| Annual return | -3.93% | 0.84%-4.8pp | 0.25%-4.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,820 | $2,367+103.6% | $3,520+36.9% | $2,078+131.9% |
| Participant deferral / active EE | $7,677 | $4,158+84.6% | $5,421+41.6% | $3,356+128.8% |
| Admin fee / account holder | $225 | $102+120.4% | $7,510-97.0% | $115+95.7% |