Filed April 4, 2018 (most recent of 2 filings on file)
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.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $207,853 | $74,089+180.5% | $133,980+55.1% | $55,167+276.8% |
| Participation rate | 99.1% | 84.3%+14.8pp | 87.1%+12.0pp | 69.0%+30.1pp |
| Annual return | 12.25% | 12.11%+0.1pp | 29.30%-17.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $9,280 | $3,064+202.9% | $5,211+78.1% | $1,963+372.8% |
| Participant deferral / active EE | $14,413 | $4,678+208.1% | $6,282+129.4% | $3,054+371.9% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.4% |