Filed February 17, 2004
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.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $5,088 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $170,166 | $88,515+92.2% | $162,163+4.9% | $67,579+151.8% |
| Participation rate | 91.3% | 86.8%+4.5pp | 87.6%+3.7pp | 71.3%+20.0pp |
| Annual return | 22.92% | 27.04%-4.1pp | 115.59%-92.7pp | 378.56%-355.6pp |
| Employer contribution / active EE | $8,009 | $3,563+124.8% | $5,614+42.7% | $2,148+272.9% |
| Participant deferral / active EE | $10,398 | $5,724+81.7% | $7,298+42.5% | $3,539+193.8% |
| Admin fee / account holder | $10 | $124-91.6% | $10,843-99.9% | $142-92.7% |