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 |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $247,368 | $89,739+175.7% | $149,718+65.2% | $62,292+297.1% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.1pp | 69.5%+29.6pp |
| Annual return | 21.38% | 21.01%+0.4pp | 1501.63%-1480.2pp | 28.90%-7.5pp |
| Employer contribution / active EE | $9,084 | $3,233+181.0% | $5,445+66.8% | $2,042+344.8% |
| Participant deferral / active EE | $13,531 | $4,797+182.1% | $6,569+106.0% | $3,169+327.0% |
| Admin fee / account holder | $2 | $551-99.6% | $11,283-100.0% | $479-99.6% |