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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $33,789 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $58,580 | $47,648+22.9% | $130,648-55.2% | $67,579-13.3% |
| Participation rate | 98.9% | 60.4%+38.5pp | 71.7%+27.2pp | 71.3%+27.6pp |
| Annual return | 24.92% | 25.73%-0.8pp | 1708.96%-1684.0pp | 378.56%-353.6pp |
| Employer contribution / active EE | $8,154 | $1,408+479.2% | $4,092+99.3% | $2,148+279.6% |
| Participant deferral / active EE | $6,408 | $2,616+144.9% | $3,603+77.9% | $3,539+81.1% |
| Admin fee / account holder | $69 | $105-34.7% | $5,464-98.7% | $142-51.8% |