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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,421 | $53,345+48.9% | $121,098-34.4% | $74,419+6.7% |
| Participation rate | 88.3% | 60.0%+28.3pp | 69.5%+18.8pp | 70.7%+17.6pp |
| Annual return | 19.67% | 35.15%-15.5pp | 985.75%-966.1pp | 34.38%-14.7pp |
| Employer contribution / active EE | $7,039 | $1,898+270.7% | $4,164+69.0% | $2,637+166.9% |
| Participant deferral / active EE | $6,076 | $3,221+88.6% | $4,080+48.9% | $4,528+34.2% |
| Admin fee / account holder | $99 | $382-74.0% | $5,644-98.2% | $348-71.5% |