Filed February 21, 2002 (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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,918 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $45,837 | $39,898+14.9% | $121,196-62.2% | $55,725-17.7% |
| Participation rate | 99.4% | 61.2%+38.2pp | 71.7%+27.7pp | 70.9%+28.5pp |
| Annual return | -4.78% | -0.96%-3.8pp | 16.93%-21.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $8,144 | $1,295+528.8% | $4,022+102.5% | $2,078+291.9% |
| Participant deferral / active EE | $6,459 | $2,439+164.9% | $3,344+93.1% | $3,356+92.5% |
| Admin fee / account holder | $68 | $95-28.7% | $5,019-98.6% | $115-41.1% |