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.7+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,642 | $185,342-64.6% | $111,297-41.0% | $86,799-24.4% |
| Participation rate | 95.8% | 81.0%+14.8pp | 77.3%+18.4pp | 72.3%+23.5pp |
| Annual return | 10.98% | 500.80%-489.8pp | 54.65%-43.7pp | 97.91%-86.9pp |
| Employer contribution / active EE | $1,058 | $2,246-52.9% | $2,731-61.3% | $2,405-56.0% |
| Participant deferral / active EE | $2,335 | $4,458-47.6% | $4,487-48.0% | $4,131-43.5% |
| Admin fee / account holder | $1 | $255-99.8% | $7,964-100.0% | $170-99.6% |