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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $208,778 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $1,260 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $15 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,284 | $56,485+189.1% | $185,823-12.1% | $86,799+88.1% |
| Participation rate | 98.2% | 65.5%+32.7pp | 81.7%+16.5pp | 72.3%+25.9pp |
| Annual return | 11.37% | 118.04%-106.7pp | 122.05%-110.7pp | 97.91%-86.5pp |
| Employer contribution / active EE | $7,911 | $1,843+329.3% | $5,167+53.1% | $2,405+228.9% |
| Participant deferral / active EE | $7,979 | $2,553+212.5% | $5,568+43.3% | $4,131+93.2% |
| Admin fee / account holder | $191 | $150+27.6% | $16,237-98.8% | $170+12.6% |