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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $147,241 |
FISHER INVESTMENTS7+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $45,002 |
Service code 26 · EIN 47-5284992 | Advisory (Participants) | $18,077 |
HERITAGE INVESTMENT GROUP7+ years Service code 26 · EIN 65-0414452 | Advisory (Participants) | $13,692 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,409 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,907 | $111,491+242.5% | $189,513+101.5% | $86,799+340.0% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 14.76% | 83.50%-68.7pp | 555.15%-540.4pp | 97.91%-83.1pp |
| Employer contribution / active EE | $10,509 | $3,951+166.0% | $6,162+70.6% | $2,405+336.9% |
| Participant deferral / active EE | $11,431 | $6,437+77.6% | $8,221+39.0% | $4,131+176.7% |
| Admin fee / account holder | $205 | $189+8.5% | $12,045-98.3% | $170+20.7% |