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.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,670 | $56,503+94.1% | $70,092+56.5% | $64,808+69.2% |
| Participation rate | 52.8% | 70.5%-17.6pp | 70.5%-17.6pp | 71.5%-18.6pp |
| Annual return | -14.43% | -13.44%-1.0pp | 190.73%-205.2pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,916 | $2,046-6.3% | $2,559-25.1% | $2,506-23.5% |
| Participant deferral / active EE | $4,615 | $3,389+36.2% | $3,849+19.9% | $4,310+7.1% |
| Admin fee / account holder | $12 | $160-92.5% | $6,267-99.8% | $188-93.6% |