Filed October 18, 2004
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.2+ years Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $151,820 | $63,905+137.6% | $74,183+104.7% | $57,658+163.3% |
| Participation rate | 97.3% | 79.8%+17.5pp | 76.6%+20.6pp | 70.2%+27.0pp |
| Annual return | 6.69% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,107 | $1,840+123.2% | $2,370+73.3% | $1,974+108.1% |
| Participant deferral / active EE | $5,640 | $3,448+63.6% | $3,550+58.9% | $3,061+84.3% |
| Admin fee / account holder | $16 | $91-82.4% | $5,586-99.7% | $95-83.0% |