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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,403 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,915 | $106,028-11.4% | $146,958-36.1% | $77,643+21.0% |
| Participation rate | 90.3% | 78.4%+11.9pp | 82.2%+8.2pp | 70.6%+19.7pp |
| Annual return | 23.77% | 56.73%-33.0pp | 418.34%-394.6pp | 31.24%-7.5pp |
| Employer contribution / active EE | $11,012 | $4,063+171.0% | $4,933+123.2% | $2,726+304.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $17 | $337-95.0% | $12,998-99.9% | $430-96.0% |