Filed April 14, 2005 (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.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $36 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,165 | $42,582+149.3% | $171,082-37.9% | $57,658+84.1% |
| Participation rate | 76.8% | 63.9%+12.8pp | 76.7%+0.1pp | 70.2%+6.5pp |
| Annual return | 9.11% | 308.67%-299.6pp | 32.56%-23.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,279 | $1,306-2.1% | $4,002-68.0% | $1,974-35.2% |
| Participant deferral / active EE | $6,683 | $2,933+127.8% | $4,797+39.3% | $3,061+118.4% |
| Admin fee / account holder | $6 | $82-92.5% | $8,520-99.9% | $95-93.5% |