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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $197,923 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $642 |
CHARLES SCHWAB & CO., INC.6+ 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 | $50,010 | $43,466+15.1% | $90,951-45.0% | $90,288-44.6% |
| Participation rate | 96.7% | 62.5%+34.3pp | 69.0%+27.7pp | 73.4%+23.4pp |
| Annual return | 13.30% | 25.26%-12.0pp | 134.60%-121.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $1,785 | $840+112.5% | $2,122-15.9% | $2,524-29.3% |
| Participant deferral / active EE | $3,851 | $2,138+80.2% | $3,373+14.2% | $4,232-9.0% |
| Admin fee / account holder | $62 | $92-32.3% | $5,959-99.0% | $114-45.5% |