Filed January 31, 2021 (most recent of 8 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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,606 | $104,919+8.3% | $116,228-2.3% | $85,563+32.8% |
| Participation rate | 83.4% | 78.6%+4.8pp | 74.6%+8.9pp | 66.0%+17.5pp |
| Annual return | 17.84% | 15.38%+2.5pp | 90.06%-72.2pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,396 | $3,485-2.6% | $2,994+13.4% | $2,654+28.0% |
| Participant deferral / active EE | $7,112 | $5,306+34.0% | $4,953+43.6% | $4,375+62.6% |
| Admin fee / account holder | $93 | $429-78.3% | $11,989-99.2% | $834-88.9% |