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.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $54,869 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $26,818 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $6,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,177 | $95,776+14.0% | $162,163-32.7% | $77,787+40.4% |
| Participation rate | 99.3% | 88.6%+10.7pp | 87.6%+11.8pp | 73.2%+26.1pp |
| Annual return | 22.83% | 37.03%-14.2pp | 115.59%-92.8pp | 32.57%-9.7pp |
| Employer contribution / active EE | $2,035 | $3,874-47.5% | $5,614-63.7% | $2,504-18.7% |
| Participant deferral / active EE | $5,362 | $6,125-12.5% | $7,298-26.5% | $3,967+35.2% |
| Admin fee / account holder | $12 | $88-86.3% | $10,843-99.9% | $100-88.0% |