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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $29,432 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1 |
CHARLES SCHWAB & CO., INC.3 years 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 | $116,350 | $95,918+21.3% | $151,611-23.3% | $77,904+49.4% |
| Participation rate | 82.8% | 88.7%-5.9pp | 87.5%-4.7pp | 73.7%+9.2pp |
| Annual return | -14.74% | -5.50%-9.2pp | 3.33%-18.1pp | 12.21%-26.9pp |
| Employer contribution / active EE | $4,477 | $4,330+3.4% | $6,166-27.4% | $2,848+57.2% |
| Participant deferral / active EE | $5,505 | $7,508-26.7% | $8,363-34.2% | $4,806+14.5% |
| Admin fee / account holder | $204 | $93+118.8% | $11,616-98.2% | $133+54.0% |