Filed September 22, 2000 (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 | $5,532 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $326 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,699 | $130,194-38.0% | $169,993-52.5% | $71,457+12.9% |
| Participation rate | 87.4% | 86.1%+1.3pp | 87.0%+0.4pp | 67.9%+19.5pp |
| Annual return | 28.29% | 20.37%+7.9pp | 53.37%-25.1pp | 28.85%-0.6pp |
| Employer contribution / active EE | $6,620 | $4,381+51.1% | $6,785-2.4% | $2,588+155.8% |
| Participant deferral / active EE | $9,947 | $6,923+43.7% | $10,408-4.4% | $4,289+131.9% |
| Admin fee / account holder | $22 | $966-97.7% | $12,815-99.8% | $1,587-98.6% |