Filed January 8, 2020 (most recent of 5 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 |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,057 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $190,142 | $44,873+323.7% | $79,464+139.3% | $56,287+237.8% |
| Participation rate | 92.9% | 68.7%+24.1pp | 73.3%+19.5pp | 69.9%+23.0pp |
| Annual return | -5.43% | 0.81%-6.2pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,451 | $2,140+154.7% | $2,800+94.6% | $2,111+158.2% |
| Participant deferral / active EE | $6,304 | $2,746+129.6% | $3,704+70.2% | $3,350+88.2% |
| Admin fee / account holder | $51 | $418-87.7% | $5,113-99.0% | $521-90.1% |