Filed December 29, 1992
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 | $181,676 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $2,878 |
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 | $159,188 | $52,293+204.4% | $178,490-10.8% | $73,409+116.8% |
| Participation rate | 95.3% | 65.3%+30.0pp | 81.9%+13.4pp | 72.2%+23.1pp |
| Annual return | 14.02% | 34.75%-20.7pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $6,503 | $1,735+274.7% | $5,011+29.8% | $2,234+191.1% |
| Participant deferral / active EE | $6,188 | $2,332+165.3% | $5,202+19.0% | $3,805+62.6% |
| Admin fee / account holder | $180 | $127+41.7% | $13,984-98.7% | $158+14.3% |