Filed January 23, 1998
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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $132,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,574 | $50,574+67.2% | $169,368-50.1% | $80,160+5.5% |
| Participation rate | 58.3% | 67.8%-9.5pp | 77.1%-18.8pp | 72.9%-14.6pp |
| Annual return | 19.96% | 22.92%-3.0pp | 405.60%-385.6pp | 40.38%-20.4pp |
| Employer contribution / active EE | $1,736 | $1,693+2.6% | $4,013-56.7% | $2,978-41.7% |
| Participant deferral / active EE | $6,209 | $4,164+49.1% | $6,221-0.2% | $5,017+23.8% |
| Admin fee / account holder | $77 | $107-27.6% | $9,003-99.1% | $145-46.6% |