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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,258 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,282 | $63,905-43.2% | $74,183-51.1% | $57,658-37.1% |
| Participation rate | 98.5% | 79.8%+18.8pp | 76.6%+21.9pp | 70.2%+28.3pp |
| Annual return | 5.11% | 60.60%-55.5pp | 17.74%-12.6pp | 5.13%0pp |
| Employer contribution / active EE | $881 | $1,840-52.1% | $2,370-62.8% | $1,974-55.4% |
| Participant deferral / active EE | $2,029 | $3,448-41.1% | $3,550-42.8% | $3,061-33.7% |
| Admin fee / account holder | $7 | $91-92.9% | $5,586-99.9% | $95-93.1% |