Filed January 3, 2011 (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 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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $237,105 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $8,291 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $51 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $31,511 | $33,780-6.7% | $74,550-57.7% | $75,289-58.1% |
| Participation rate | 98.0% | 62.7%+35.3pp | 69.1%+28.8pp | 72.4%+25.6pp |
| Annual return | -4.77% | -1.24%-3.5pp | 32.53%-37.3pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,594 | $845+88.6% | $1,961-18.7% | $2,405-33.7% |
| Participant deferral / active EE | $2,944 | $1,890+55.8% | $3,108-5.3% | $3,739-21.3% |
| Admin fee / account holder | $61 | $86-29.6% | $5,060-98.8% | $102-40.6% |