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.3 years Filed as: CHARLES SCHWAB & CO., INC 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 | $150,669 | $43,999+242.4% | $79,464+89.6% | $55,725+170.4% |
| Participation rate | 80.9% | 66.9%+13.9pp | 73.3%+7.5pp | 70.9%+10.0pp |
| Annual return | -3.70% | 1.81%-5.5pp | 718.14%-721.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,317 | $1,830+26.6% | $2,800-17.3% | $2,078+11.5% |
| Participant deferral / active EE | $8,482 | $2,538+234.2% | $3,704+129.0% | $3,356+152.8% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |