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: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ 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 | $135,166 | $66,528+103.2% | $86,874+55.6% | $86,799+55.7% |
| Participation rate | 58.6% | 72.4%-13.7pp | 71.6%-13.0pp | 72.3%-13.6pp |
| Annual return | 15.13% | 19.56%-4.4pp | 63.52%-48.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,002 | $2,007-0.3% | $2,495-19.8% | $2,405-16.8% |
| Participant deferral / active EE | $4,725 | $3,240+45.9% | $3,699+27.7% | $4,131+14.4% |
| Admin fee / account holder | $9 | $148-93.9% | $5,828-99.8% | $170-94.7% |