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.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,517 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,207 | $51,197+265.7% | $82,719+126.3% | $66,914+179.8% |
| Participation rate | 95.1% | 67.8%+27.3pp | 72.6%+22.5pp | 69.8%+25.3pp |
| Annual return | -19.38% | -9.64%-9.7pp | 701.18%-720.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $7,682 | $2,611+194.2% | $3,009+155.3% | $2,544+201.9% |
| Participant deferral / active EE | $7,742 | $3,458+123.9% | $4,395+76.2% | $4,237+82.7% |
| Admin fee / account holder | $29 | $416-93.1% | $5,329-99.5% | $593-95.2% |