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.4+ years Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,348 | $65,118+147.8% | $76,768+110.2% | $55,725+189.5% |
| Participation rate | 98.8% | 79.6%+19.2pp | 77.0%+21.8pp | 70.9%+28.0pp |
| Annual return | -3.99% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,876 | $1,941+151.2% | $2,485+96.2% | $2,078+134.6% |
| Participant deferral / active EE | $6,167 | $3,688+67.2% | $3,852+60.1% | $3,356+83.8% |
| Admin fee / account holder | $14 | $116-88.1% | $6,675-99.8% | $115-88.0% |