Filed March 1, 2010 (most recent of 2 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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $175,405 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $3,435 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $217,808 | $81,537+167.1% | $149,718+45.5% | $69,631+212.8% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.1%+10.7pp | 70.7%+27.1pp |
| Annual return | 17.32% | 22.79%-5.5pp | 1501.63%-1484.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $11,061 | $3,239+241.5% | $5,445+103.2% | $2,032+444.3% |
| Participant deferral / active EE | $11,723 | $4,994+134.8% | $6,569+78.5% | $3,224+263.7% |
| Admin fee / account holder | $127 | $107+18.9% | $11,283-98.9% | $110+15.0% |