Filed January 25, 2000
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 9-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,029 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $10,721 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,773 | $2,679,533-94.9% | $164,813-16.4% | $199,593-31.0% |
| Participation rate | 97.3% | 78.3%+19.0pp | 78.6%+18.7pp | 72.0%+25.3pp |
| Annual return | 0.08% | 17.93%-17.8pp | 69.93%-69.8pp | 34.25%-34.2pp |
| Employer contribution / active EE | $371 | $2,970-87.5% | $4,341-91.5% | $3,034-87.8% |
| Participant deferral / active EE | $1,242 | $5,010-75.2% | $6,031-79.4% | $5,087-75.6% |
| Admin fee / account holder | $16 | $1,982-99.2% | $12,690-99.9% | $269-93.9% |