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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,686 | $54,237+220.2% | $90,281+92.4% | $67,579+157.0% |
| Participation rate | 75.4% | 68.6%+6.8pp | 73.3%+2.2pp | 71.3%+4.1pp |
| Annual return | 21.85% | 37.27%-15.4pp | 78.10%-56.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,037 | $1,846+10.4% | $2,854-28.6% | $2,148-5.1% |
| Participant deferral / active EE | $7,595 | $2,625+189.3% | $3,885+95.5% | $3,539+114.6% |
| Admin fee / account holder | $6 | $123-95.2% | $5,351-99.9% | $142-95.9% |