Filed October 19, 2004
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 | $103,893 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,101 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,286 | $63,905+55.4% | $74,183+33.8% | $57,658+72.2% |
| Participation rate | 94.6% | 79.8%+14.8pp | 76.6%+17.9pp | 70.2%+24.3pp |
| Annual return | 7.54% | 60.60%-53.1pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,580 | $1,840+94.5% | $2,370+51.1% | $1,974+81.4% |
| Participant deferral / active EE | $10,425 | $3,448+202.3% | $3,550+193.7% | $3,061+240.6% |
| Admin fee / account holder | $77 | $91-15.7% | $5,586-98.6% | $95-18.8% |