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.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $183,855 | $52,670+249.1% | $90,404+103.4% | $73,409+150.5% |
| Participation rate | 80.1% | 67.7%+12.4pp | 72.7%+7.4pp | 72.2%+7.9pp |
| Annual return | 16.41% | 20.70%-4.3pp | 1293.02%-1276.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,782 | $1,872+48.6% | $3,262-14.7% | $2,234+24.6% |
| Participant deferral / active EE | $8,249 | $2,807+193.9% | $3,963+108.1% | $3,805+116.8% |
| Admin fee / account holder | $1 | $117-99.0% | $5,611-100.0% | $158-99.3% |