Filed February 15, 2013
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 3-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.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,752 | $72,770+67.3% | $67,652+80.0% | $55,191+120.6% |
| Participation rate | 79.8% | 78.8%+1.0pp | 75.7%+4.1pp | 69.2%+10.6pp |
| Annual return | 0.05% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,941 | $1,769+9.7% | $2,266-14.3% | $1,899+2.2% |
| Participant deferral / active EE | $6,913 | $3,408+102.8% | $3,560+94.2% | $3,046+126.9% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |