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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $4,382 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ 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.
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 | $113,580 | $55,790+103.6% | $76,817+47.9% | $67,579+68.1% |
| Participation rate | 60.9% | 71.1%-10.2pp | 72.1%-11.2pp | 71.3%-10.4pp |
| Annual return | 21.73% | 64.45%-42.7pp | 1166.11%-1144.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,875 | $1,810+3.6% | $2,302-18.5% | $2,148-12.7% |
| Participant deferral / active EE | $4,229 | $2,875+47.1% | $3,336+26.8% | $3,539+19.5% |
| Admin fee / account holder | $11 | $159-93.3% | $6,420-99.8% | $142-92.5% |