Filed May 20, 2010 (most recent of 2 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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,912 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,117 |
CHARLES SCHWAB & CO., INC.7 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 | $169,222 | $71,964+135.1% | $167,512+1.0% | $85,563+97.8% |
| Participation rate | 96.5% | 61.0%+35.5pp | 77.1%+19.5pp | 66.0%+30.5pp |
| Annual return | 14.49% | 18.83%-4.3pp | 1615.79%-1601.3pp | 31.51%-17.0pp |
| Employer contribution / active EE | $3,307 | $1,875+76.4% | $3,882-14.8% | $2,654+24.6% |
| Participant deferral / active EE | $10,244 | $4,110+149.3% | $6,405+60.0% | $4,375+134.1% |
| Admin fee / account holder | $288 | $815-64.6% | $9,769-97.0% | $834-65.4% |