Filed November 11, 1993
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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $25,405 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2 |
Filed as: CHARLES SCHWAB & CO. Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,753 | $110,699+4.6% | $177,821-34.9% | $90,288+28.2% |
| Participation rate | 88.4% | 88.3%+0.1pp | 87.7%+0.7pp | 73.4%+15.1pp |
| Annual return | 13.65% | 22.79%-9.1pp | 48.32%-34.7pp | 53.97%-40.3pp |
| Employer contribution / active EE | $4,554 | $4,118+10.6% | $5,918-23.0% | $2,524+80.4% |
| Participant deferral / active EE | $5,641 | $6,731-16.2% | $7,714-26.9% | $4,232+33.3% |
| Admin fee / account holder | $154 | $90+71.4% | $12,427-98.8% | $114+35.3% |