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 BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,413 | $79,523+182.2% | $140,016+60.3% | $56,287+298.7% |
| Participation rate | 98.8% | 85.7%+13.1pp | 87.5%+11.3pp | 69.9%+28.9pp |
| Annual return | -7.70% | 2.39%-10.1pp | 651.12%-658.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $9,479 | $3,350+182.9% | $5,606+69.1% | $2,111+349.0% |
| Participant deferral / active EE | $14,420 | $5,129+181.2% | $6,927+108.2% | $3,350+330.5% |
| Admin fee / account holder | $4 | $614-99.3% | $10,705-100.0% | $521-99.2% |