Filed May 7, 2015 (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.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $82,113 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,590 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $7,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,645 | $160,882-7.6% | $200,582-25.9% | $102,872+44.5% |
| Participation rate | 99.3% | 91.2%+8.2pp | 86.9%+12.5pp | 73.0%+26.3pp |
| Annual return | 16.47% | 18.15%-1.7pp | 42.33%-25.9pp | 19.06%-2.6pp |
| Employer contribution / active EE | $2,903 | $5,602-48.2% | $6,419-54.8% | $3,526-17.7% |
| Participant deferral / active EE | $6,960 | $9,300-25.2% | $9,331-25.4% | $5,535+25.7% |
| Admin fee / account holder | $10 | $125-91.8% | $16,305-99.9% | $292-96.5% |