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.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,700 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $243,231 | $63,745+281.6% | $98,442+147.1% | $79,386+206.4% |
| Participation rate | 94.6% | 69.9%+24.8pp | 73.3%+21.3pp | 70.7%+23.9pp |
| Annual return | 15.73% | 625.80%-610.1pp | 1492.73%-1477.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $7,867 | $2,557+207.7% | $2,960+165.8% | $2,427+224.1% |
| Participant deferral / active EE | $8,150 | $3,303+146.7% | $4,276+90.6% | $4,046+101.5% |
| Admin fee / account holder | $12 | $516-97.6% | $5,949-99.8% | $626-98.0% |