Filed December 9, 2004
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.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,890 | $38,925+241.4% | $73,843+80.0% | $55,191+140.8% |
| Participation rate | 87.6% | 66.0%+21.6pp | 73.4%+14.2pp | 69.2%+18.5pp |
| Annual return | -0.44% | 6.31%-6.7pp | 2267.84%-2268.3pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,198 | $1,695+29.7% | $2,787-21.1% | $1,899+15.8% |
| Participant deferral / active EE | $7,748 | $2,351+229.6% | $3,583+116.2% | $3,046+154.3% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |