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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,945 | $47,898+39.8% | $117,472-43.0% | $64,808+3.3% |
| Participation rate | 87.6% | 61.9%+25.7pp | 70.6%+17.0pp | 71.5%+16.1pp |
| Annual return | -15.96% | -15.54%-0.4pp | 29.74%-45.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $7,334 | $1,774+313.4% | $4,176+75.6% | $2,506+192.7% |
| Participant deferral / active EE | $6,148 | $3,151+95.1% | $4,070+51.0% | $4,310+42.6% |
| Admin fee / account holder | $95 | $132-27.8% | $5,645-98.3% | $188-49.3% |