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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $148,942 |
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $16,500 |
Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $15,527 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $556 |
CHARLES SCHWAB & CO., INC.6+ years 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 | $131,790 | $82,093+60.5% | $379,746-65.3% | $73,409+79.5% |
| Participation rate | 90.2% | 76.8%+13.4pp | 78.4%+11.8pp | 72.2%+18.1pp |
| Annual return | 20.23% | 18.89%+1.3pp | 34.90%-14.7pp | 59.29%-39.1pp |
| Employer contribution / active EE | $5,462 | $2,847+91.9% | $3,540+54.3% | $2,234+144.5% |
| Participant deferral / active EE | $8,826 | $4,697+87.9% | $6,024+46.5% | $3,805+131.9% |
| Admin fee / account holder | $186 | $128+45.7% | $7,927-97.7% | $158+17.8% |