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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 28 · EIN 20-8764829 | Investment Management | $6,873 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $200 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,376 | $95,274-20.9% | $135,903-44.5% | $74,419+1.3% |
| Participation rate | 88.8% | 78.2%+10.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 5.43% | 32.77%-27.3pp | 68.23%-62.8pp | 34.38%-29.0pp |
| Employer contribution / active EE | $10,398 | $3,874+168.4% | $4,856+114.1% | $2,637+294.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $8 | $266-97.0% | $10,762-99.9% | $348-97.7% |