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.3+ years Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $172,519 | $69,305+148.9% | $82,313+109.6% | $69,631+147.8% |
| Participation rate | 96.9% | 80.3%+16.6pp | 76.9%+20.0pp | 70.7%+26.2pp |
| Annual return | 15.33% | 21.47%-6.1pp | 25.88%-10.5pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $5,147 | $1,887+172.8% | $2,428+112.0% | $2,032+153.3% |
| Participant deferral / active EE | $5,782 | $3,568+62.0% | $3,706+56.0% | $3,224+79.4% |
| Admin fee / account holder | $15 | $97-85.1% | $5,608-99.7% | $110-86.8% |