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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,540 | $88,890-31.9% | $102,423-40.9% | $77,643-22.0% |
| Participation rate | 88.9% | 80.9%+8.0pp | 76.5%+12.5pp | 70.6%+18.4pp |
| Annual return | 14.08% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,751 | $2,698-35.1% | $3,023-42.1% | $2,726-35.8% |
| Participant deferral / active EE | $5,081 | $5,145-1.3% | $5,053+0.5% | $4,647+9.3% |
| Admin fee / account holder | $14 | $235-93.9% | $9,451-99.8% | $430-96.7% |