Filed March 11, 2008 (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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $119,796 |
FISHER INVESTMENTS5+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $27,688 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10,627 |
HERITAGE INVESTMENT GROUP5+ years Service code 26 · EIN 65-0414452 | Advisory (Participants) | $10,343 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,688 | $88,515+212.6% | $162,163+70.6% | $67,579+309.4% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 21.77% | 27.04%-5.3pp | 115.59%-93.8pp | 378.56%-356.8pp |
| Employer contribution / active EE | $9,872 | $3,563+177.1% | $5,614+75.9% | $2,148+359.6% |
| Participant deferral / active EE | $10,291 | $5,724+79.8% | $7,298+41.0% | $3,539+190.8% |
| Admin fee / account holder | $144 | $124+16.0% | $10,843-98.7% | $142+0.9% |