Filed March 13, 2013 (most recent of 5 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 Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $278 |
CHARLES SCHWAB & CO., INC.3+ 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 | $55,930 | $75,388-25.8% | $123,544-54.7% | $55,725+0.4% |
| Participation rate | 90.0% | 75.7%+14.3pp | 82.3%+7.7pp | 70.9%+19.1pp |
| Annual return | -0.04% | 4.48%-4.5pp | 119.20%-119.2pp | 244.93%-245.0pp |
| Employer contribution / active EE | $8,681 | $3,063+183.4% | $4,628+87.6% | $2,078+317.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $120-97.5% | $9,284-100.0% | $115-97.4% |