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: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $125,130 | $61,473+103.6% | $81,930+52.7% | $73,409+70.5% |
| Participation rate | 56.3% | 72.4%-16.1pp | 72.0%-15.7pp | 72.2%-15.9pp |
| Annual return | 13.07% | 28.26%-15.2pp | 29.49%-16.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,849 | $1,898-2.6% | $4,310-57.1% | $2,234-17.2% |
| Participant deferral / active EE | $4,242 | $3,080+37.7% | $7,107-40.3% | $3,805+11.5% |
| Admin fee / account holder | $6 | $125-94.8% | $5,158-99.9% | $158-95.9% |