Filed July 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $70,938 |
TROUTMAN SANDERS LLP3+ years Service code 29 · EIN 58-0945615 | Legal | $30,191 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $27,676 |
Filed as: SCHWAB RETIREMENT PLAN SVC, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,268 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $271 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,337 | $88,730+88.6% | $82,312+103.3% | $77,958+114.7% |
| Participation rate | 99.3% | 84.5%+14.8pp | 76.9%+22.4pp | 71.6%+27.7pp |
| Annual return | 18.33% | 20.88%-2.5pp | 25.88%-7.5pp | 20.87%-2.5pp |
| Employer contribution / active EE | $7,611 | $2,758+175.9% | $2,428+213.4% | $2,310+229.4% |
| Participant deferral / active EE | $9,794 | $4,634+111.3% | $3,706+164.3% | $3,537+176.9% |
| Admin fee / account holder | $39 | $74-47.7% | $5,608-99.3% | $97-60.3% |