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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $178,080 |
Service code 28 · EIN 20-5926419 | Investment Management | $20,118 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $10,850 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,326 |
CHARLES SCHWAB & CO., INC.3+ 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 | $112,149 | $88,730+26.4% | $82,313+36.2% | $77,958+43.9% |
| Participation rate | 74.0% | 84.5%-10.5pp | 76.9%-2.8pp | 71.6%+2.4pp |
| Annual return | 18.22% | 20.88%-2.7pp | 25.88%-7.7pp | 20.87%-2.6pp |
| Employer contribution / active EE | $3,003 | $2,758+8.9% | $2,428+23.7% | $2,310+30.0% |
| Participant deferral / active EE | $8,349 | $4,634+80.2% | $3,706+125.3% | $3,537+136.1% |
| Admin fee / account holder | $149 | $74+101.8% | $5,608-97.3% | $97+53.3% |