Filed October 18, 2004 (most recent of 3 filings on file)
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 Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,383 | $78,705-91.9% | $117,854-94.6% | $70,131-90.9% |
| Participation rate | 52.7% | 73.2%-20.5pp | 79.7%-27.0pp | 69.5%-16.9pp |
| Annual return | 19.70% | 23.30%-3.6pp | 335.08%-315.4pp | 73.14%-53.4pp |
| Employer contribution / active EE | $560 | $2,223-74.8% | $3,786-85.2% | $2,342-76.1% |
| Participant deferral / active EE | $440 | $3,297-86.6% | $4,482-90.2% | $3,332-86.8% |
| Admin fee / account holder | $3 | $5,065-99.9% | $8,020-100.0% | $4,645-99.9% |