Filed December 20, 2010 (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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,837 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,141 | $48,261+109.6% | $68,793+47.0% | $55,725+81.5% |
| Participation rate | 59.4% | 71.0%-11.6pp | 72.2%-12.8pp | 70.9%-11.4pp |
| Annual return | -6.46% | -2.61%-3.9pp | -4.63%-1.8pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,834 | $1,742+5.3% | $2,625-30.1% | $2,078-11.7% |
| Participant deferral / active EE | $4,216 | $2,712+55.5% | $3,311+27.3% | $3,356+25.6% |
| Admin fee / account holder | $15 | $126-87.8% | $5,131-99.7% | $115-86.6% |