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 TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $47,428 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $38,674 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $11,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,773 | $112,686+13.4% | $169,993-24.8% | $80,160+59.4% |
| Participation rate | 99.4% | 87.4%+12.0pp | 87.0%+12.4pp | 72.9%+26.5pp |
| Annual return | 20.65% | 67.04%-46.4pp | 53.37%-32.7pp | 40.38%-19.7pp |
| Employer contribution / active EE | $2,637 | $4,481-41.1% | $6,785-61.1% | $2,978-11.4% |
| Participant deferral / active EE | $6,470 | $7,876-17.8% | $10,408-37.8% | $5,017+29.0% |
| Admin fee / account holder | $15 | $99-84.5% | $12,815-99.9% | $145-89.4% |