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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $131,858 |
FISHER INVESTMENTS6+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $32,412 |
HERITAGE INVESTMENT GROUP6+ years Service code 26 · EIN 65-0414452 | Advisory (Participants) | $10,786 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $2,899 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $324,134 | $111,608+190.4% | $177,821+82.3% | $73,409+341.5% |
| Participation rate | 99.8% | 87.9%+11.9pp | 87.7%+12.1pp | 72.2%+27.6pp |
| Annual return | 17.32% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-42.0pp |
| Employer contribution / active EE | $10,020 | $3,796+164.0% | $5,918+69.3% | $2,234+348.6% |
| Participant deferral / active EE | $10,805 | $6,199+74.3% | $7,714+40.1% | $3,805+183.9% |
| Admin fee / account holder | $158 | $166-4.7% | $12,427-98.7% | $1580% |