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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $531 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,825 | $66,124+230.9% | $90,404+142.1% | $73,488+197.8% |
| Participation rate | 93.2% | 69.7%+23.6pp | 72.7%+20.5pp | 70.7%+22.5pp |
| Annual return | 19.29% | 17.65%+1.6pp | 1293.02%-1273.7pp | 28.51%-9.2pp |
| Employer contribution / active EE | $8,027 | $2,346+242.1% | $3,262+146.1% | $2,270+253.6% |
| Participant deferral / active EE | $7,361 | $3,039+142.2% | $3,963+85.7% | $3,740+96.9% |
| Admin fee / account holder | $19 | $396-95.2% | $5,611-99.7% | $513-96.3% |