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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $65,503 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $11,284 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $6,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,600 | $110,699+13.5% | $177,821-29.4% | $90,288+39.1% |
| Participation rate | 99.1% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.7pp |
| Annual return | 14.62% | 22.79%-8.2pp | 48.32%-33.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,176 | $4,118-47.2% | $5,918-63.2% | $2,524-13.8% |
| Participant deferral / active EE | $5,906 | $6,731-12.3% | $7,714-23.4% | $4,232+39.5% |
| Admin fee / account holder | $5 | $90-94.3% | $12,427-100.0% | $114-95.5% |