Filed March 24, 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 6-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: CHARLES SCHWAB & CO.,INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $25 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $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 | $40,197 | $57,606-30.2% | $67,313-40.3% | $75,289-46.6% |
| Participation rate | 98.7% | 68.2%+30.4pp | 69.1%+29.6pp | 72.4%+26.2pp |
| Annual return | -4.28% | -0.47%-3.8pp | -4.08%-0.2pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,111 | $2,206-49.7% | $2,566-56.7% | $2,405-53.8% |
| Participant deferral / active EE | $4,379 | $3,195+37.1% | $3,568+22.7% | $3,739+17.1% |
| Admin fee / account holder | $115 | $83+38.7% | $4,507-97.5% | $102+12.1% |