Filed March 13, 2019 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $125 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,636 | $96,458+24.0% | $136,298-12.2% | $77,958+53.5% |
| Participation rate | 95.5% | 75.4%+20.2pp | 81.9%+13.6pp | 71.6%+23.9pp |
| Annual return | 19.48% | 23.78%-4.3pp | 5156.27%-5136.8pp | 20.87%-1.4pp |
| Employer contribution / active EE | $3,429 | $3,144+9.1% | $4,696-27.0% | $2,310+48.4% |
| Participant deferral / active EE | $6,992 | $5,902+18.5% | $6,247+11.9% | $3,537+97.7% |
| Admin fee / account holder | $6 | $80-92.4% | $9,244-99.9% | $97-93.7% |