Filed December 10, 2009
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 |
|---|---|---|
RSM US LLP3 years Service code 28 · EIN 42-0714325 | Investment Management | $9,170 |
Service code 28 · EIN 23-2383285 | Investment Management | $5,778 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $57,386 | $73,404-21.8% | $87,100-34.1% | $67,579-15.1% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 23.62% | 48.29%-24.7pp | 28.19%-4.6pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,742 | $2,014-13.5% | $2,521-30.9% | $2,148-18.9% |
| Participant deferral / active EE | $5,175 | $3,913+32.3% | $4,049+27.8% | $3,539+46.2% |
| Admin fee / account holder | $139 | $142-1.7% | $7,497-98.1% | $142-2.2% |