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 5-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 | $108,864 | $58,083+87.4% | $80,019+36.0% | $56,287+93.4% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.8%+19.4pp | 69.9%+25.4pp |
| Annual return | -4.92% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,939 | $3,135+89.4% | $3,686+61.1% | $3,350+77.3% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |