Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $13,993 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,465 | $42,383-51.7% | $76,523-73.3% | $64,181-68.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -0.10% | -16.54%+16.4pp | -0.27%+0.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $3,405 | $1,563+117.8% | $2,647+28.6% | $2,381+43.0% |
| Participant deferral / active EE | $5,690 | $2,566+121.7% | $3,835+48.4% | $3,470+64.0% |
| Admin fee / account holder | $101 | $3,198-96.8% | $4,848-97.9% | $4,887-97.9% |