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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $139,780 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $16,996 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $446 |
CHARLES SCHWAB & CO., INC.8+ 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 | $117,911 | $140,190-15.9% | $115,756+1.9% | $77,904+51.4% |
| Participation rate | 87.4% | 81.0%+6.4pp | 77.1%+10.3pp | 73.7%+13.7pp |
| Annual return | -15.05% | -13.46%-1.6pp | 143.14%-158.2pp | 12.21%-27.3pp |
| Employer contribution / active EE | $5,882 | $3,169+85.6% | $3,793+55.1% | $2,848+106.5% |
| Participant deferral / active EE | $9,884 | $5,401+83.0% | $6,254+58.1% | $4,806+105.7% |
| Admin fee / account holder | $133 | $138-3.9% | $8,124-98.4% | $133+0.4% |