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.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $155 |
CHARLES SCHWAB & CO., INC.4+ 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 | $221,069 | $79,523+178.0% | $140,016+57.9% | $56,287+292.8% |
| Participation rate | 95.6% | 85.7%+9.8pp | 87.5%+8.1pp | 69.9%+25.7pp |
| Annual return | -5.15% | 2.39%-7.5pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $8,911 | $3,350+166.0% | $5,606+59.0% | $2,111+322.1% |
| Participant deferral / active EE | $8,966 | $5,129+74.8% | $6,927+29.4% | $3,350+167.7% |
| Admin fee / account holder | $5 | $614-99.2% | $10,705-100.0% | $521-99.1% |