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.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $71,523 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $20,700 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $8,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,776 | $82,546+13.6% | $140,016-33.0% | $75,289+24.6% |
| Participation rate | 99.3% | 88.4%+10.9pp | 87.5%+11.8pp | 72.4%+26.9pp |
| Annual return | -0.03% | -0.36%+0.3pp | 651.12%-651.2pp | -0.04%0pp |
| Employer contribution / active EE | $2,515 | $3,856-34.8% | $5,606-55.1% | $2,405+4.6% |
| Participant deferral / active EE | $4,947 | $5,731-13.7% | $6,927-28.6% | $3,739+32.3% |
| Admin fee / account holder | $10 | $86-88.8% | $10,705-99.9% | $102-90.6% |