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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,160 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $42,538 | $69,305-38.6% | $82,313-48.3% | $69,631-38.9% |
| Participation rate | 97.6% | 80.3%+17.3pp | 76.9%+20.7pp | 70.7%+26.9pp |
| Annual return | 12.91% | 21.47%-8.6pp | 25.88%-13.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $903 | $1,887-52.1% | $2,428-62.8% | $2,032-55.6% |
| Participant deferral / active EE | $2,098 | $3,568-41.2% | $3,706-43.4% | $3,224-34.9% |
| Admin fee / account holder | $9 | $97-90.9% | $5,608-99.8% | $110-92.0% |