Filed March 4, 2002 (most recent of 3 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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $420,610 |
SIGNATUREFD LLC1 year Service code 26 · EIN 58-2323085 | Advisory (Participants) | $13,296 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,265 | $64,975-7.2% | $97,226-38.0% | $106,382-43.4% |
| Participation rate | 21.8% | 45.4%-23.6pp | 72.7%-50.9pp | 69.9%-48.1pp |
| Annual return | 11.36% | 15.21%-3.8pp | 75.13%-63.8pp | 17.37%-6.0pp |
| Employer contribution / active EE | $525 | $1,126-53.4% | $2,729-80.8% | $3,364-84.4% |
| Participant deferral / active EE | $864 | $2,466-65.0% | $4,264-79.7% | $5,569-84.5% |
| Admin fee / account holder | $63 | $69-7.7% | $5,654-98.9% | $79-20.1% |