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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,573 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $295 |
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 | $109,065 | $122,239-10.8% | $184,203-40.8% | $74,495+46.4% |
| Participation rate | 91.6% | 85.5%+6.1pp | 86.8%+4.7pp | 67.2%+24.4pp |
| Annual return | 26.19% | 19.95%+6.2pp | 28.81%-2.6pp | 1364.94%-1338.8pp |
| Employer contribution / active EE | $7,296 | $4,537+60.8% | $6,427+13.5% | $2,623+178.2% |
| Participant deferral / active EE | $11,425 | $7,139+60.0% | $9,131+25.1% | $4,346+162.9% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,901-99.8% | $1,942-98.5% |