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 | $150,982 |
Service code 26 · EIN 47-1116759 | Advisory (Participants) | $5,126 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $179 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,290 | $111,491+163.1% | $189,513+54.8% | $86,799+237.9% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.8%+8.3pp | 72.3%+23.8pp |
| Annual return | 13.94% | 83.50%-69.6pp | 555.15%-541.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $11,798 | $3,951+198.6% | $6,162+91.5% | $2,405+390.5% |
| Participant deferral / active EE | $12,675 | $6,437+96.9% | $8,221+54.2% | $4,131+206.8% |
| Admin fee / account holder | $102 | $189-45.7% | $12,045-99.1% | $170-39.6% |