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.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,475 | $69,823+68.2% | $77,163+52.2% | $74,419+57.9% |
| Participation rate | 53.0% | 70.0%-17.0pp | 69.6%-16.6pp | 70.7%-17.8pp |
| Annual return | 16.47% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,971 | $2,150-8.3% | $2,535-22.2% | $2,637-25.3% |
| Participant deferral / active EE | $4,600 | $3,558+29.3% | $3,833+20.0% | $4,528+1.6% |
| Admin fee / account holder | $11 | $398-97.2% | $5,472-99.8% | $348-96.8% |