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 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.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
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 |
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 | $36,544 | $72,770-49.8% | $67,652-46.0% | $55,191-33.8% |
| Participation rate | 96.5% | 78.8%+17.7pp | 75.7%+20.8pp | 69.2%+27.3pp |
| Annual return | 0.19% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $799 | $1,769-54.9% | $2,266-64.7% | $1,899-57.9% |
| Participant deferral / active EE | $1,948 | $3,408-42.9% | $3,560-45.3% | $3,046-36.1% |
| Admin fee / account holder | $1 | $79-99.3% | $4,821-100.0% | $91-99.4% |