Filed April 24, 2009 (most recent of 3 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.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
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 | $215,138 | $65,223+229.8% | $80,019+168.9% | $55,725+286.1% |
| Participation rate | 98.9% | 80.6%+18.4pp | 75.8%+23.1pp | 70.9%+28.1pp |
| Annual return | -4.26% | 7.59%-11.9pp | 11.22%-15.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $10,594 | $2,544+316.4% | $2,468+329.3% | $2,078+409.8% |
| Participant deferral / active EE | $11,890 | $3,881+206.4% | $3,686+222.6% | $3,356+254.4% |
| Admin fee / account holder | $3 | $114-97.1% | $6,521-99.9% | $115-97.1% |