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.6+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | 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 | $58,779 | $79,519-26.1% | $95,952-38.7% | $73,409-19.9% |
| Participation rate | 96.6% | 81.2%+15.4pp | 77.1%+19.5pp | 72.2%+24.4pp |
| Annual return | 13.60% | 19.20%-5.6pp | 91.61%-78.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,150 | $2,048-43.8% | $2,541-54.7% | $2,234-48.5% |
| Participant deferral / active EE | $2,518 | $4,138-39.2% | $4,167-39.6% | $3,805-33.8% |
| Admin fee / account holder | $0 | $184-99.9% | $6,795-100.0% | $158-99.9% |