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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,633 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | 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 | $77,089 | $185,342-58.4% | $111,297-30.7% | $86,799-11.2% |
| Participation rate | 95.1% | 81.0%+14.2pp | 77.3%+17.8pp | 72.3%+22.9pp |
| Annual return | 10.36% | 500.80%-490.4pp | 54.65%-44.3pp | 97.91%-87.5pp |
| Employer contribution / active EE | $745 | $2,246-66.9% | $2,731-72.7% | $2,405-69.0% |
| Participant deferral / active EE | $3,720 | $4,458-16.6% | $4,487-17.1% | $4,131-9.9% |
| Admin fee / account holder | $6 | $255-97.5% | $7,964-99.9% | $170-96.2% |