Filed April 15, 2008
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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,134 | $72,254-25.1% | $86,677-37.5% | $64,808-16.5% |
| Participation rate | 83.5% | 80.4%+3.1pp | 76.6%+6.9pp | 71.5%+12.0pp |
| Annual return | -14.65% | 392.42%-407.1pp | 35.91%-50.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,445 | $2,393-39.6% | $2,836-49.1% | $2,506-42.4% |
| Participant deferral / active EE | $4,380 | $4,658-6.0% | $4,656-5.9% | $4,310+1.6% |
| Admin fee / account holder | $12 | $174-93.1% | $7,493-99.8% | $188-93.6% |