Filed September 16, 1992 (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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,868 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,345 | $79,519-9.0% | $95,952-24.6% | $73,409-1.5% |
| Participation rate | 92.9% | 81.2%+11.7pp | 77.1%+15.8pp | 72.2%+20.7pp |
| Annual return | 10.36% | 19.20%-8.8pp | 91.61%-81.3pp | 59.29%-48.9pp |
| Employer contribution / active EE | $893 | $2,048-56.4% | $2,541-64.8% | $2,234-60.0% |
| Participant deferral / active EE | $3,289 | $4,138-20.5% | $4,167-21.1% | $3,805-13.6% |
| Admin fee / account holder | $4 | $184-97.6% | $6,795-99.9% | $158-97.2% |