Filed January 18, 2005
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.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $363 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | 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 | $238,161 | $89,739+165.4% | $149,718+59.1% | $62,292+282.3% |
| Participation rate | 95.5% | 85.1%+10.4pp | 87.1%+8.5pp | 69.5%+26.0pp |
| Annual return | 18.22% | 21.01%-2.8pp | 1501.63%-1483.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $8,309 | $3,233+157.0% | $5,445+52.6% | $2,042+306.9% |
| Participant deferral / active EE | $8,572 | $4,797+78.7% | $6,569+30.5% | $3,169+170.5% |
| Admin fee / account holder | $19 | $551-96.6% | $11,283-99.8% | $479-96.1% |