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.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $57 |
CHARLES SCHWAB & CO., INC.3+ 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 | $126,316 | $46,966+169.0% | $185,117-31.8% | $69,631+81.4% |
| Participation rate | 81.7% | 65.3%+16.5pp | 77.3%+4.5pp | 70.7%+11.0pp |
| Annual return | 17.70% | 22.36%-4.7pp | 40.50%-22.8pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,373 | $1,360+0.9% | $4,182-67.2% | $2,032-32.5% |
| Participant deferral / active EE | $7,225 | $3,017+139.5% | $5,045+43.2% | $3,224+124.1% |
| Admin fee / account holder | $9 | $94-90.6% | $8,159-99.9% | $110-92.0% |