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.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $133,749 | $66,457+101.3% | $81,382+64.3% | $77,643+72.3% |
| Participation rate | 50.5% | 68.7%-18.2pp | 69.5%-18.9pp | 70.6%-20.0pp |
| Annual return | 14.92% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,952 | $2,159-9.6% | $2,463-20.7% | $2,726-28.4% |
| Participant deferral / active EE | $4,579 | $3,679+24.4% | $3,883+17.9% | $4,647-1.5% |
| Admin fee / account holder | $10 | $583-98.3% | $5,768-99.8% | $430-97.7% |