Filed August 2, 2005
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,787 |
NCH CORPORATION8 years Service code 28 · EIN 75-0457200 | Investment Management | $48,893 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,585 | $123,077+37.8% | $116,228+45.9% | $102,872+64.9% |
| Participation rate | 96.0% | 87.0%+8.9pp | 74.6%+21.4pp | 73.0%+22.9pp |
| Annual return | 14.88% | 15.84%-1.0pp | 90.06%-75.2pp | 19.06%-4.2pp |
| Employer contribution / active EE | $4,388 | $4,380+0.2% | $2,994+46.5% | $3,526+24.4% |
| Participant deferral / active EE | $9,755 | $6,746+44.6% | $4,953+97.0% | $5,535+76.3% |
| Admin fee / account holder | $119 | $115+3.2% | $11,989-99.0% | $292-59.3% |