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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,784 | $99,078-42.7% | $96,544-41.2% | $74,419-23.7% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.0%+11.0pp | 70.7%+16.3pp |
| Annual return | 16.04% | 22.48%-6.4pp | 25.84%-9.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,686 | $2,570-34.4% | $2,965-43.1% | $2,637-36.1% |
| Participant deferral / active EE | $4,643 | $4,933-5.9% | $4,851-4.3% | $4,528+2.5% |
| Admin fee / account holder | $14 | $225-93.9% | $8,252-99.8% | $348-96.1% |