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 | $205,029 |
Service code 26 · EIN 20-2368993 | Advisory (Participants) | $8,126 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $412 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $46,167 | $39,973+15.5% | $79,550-42.0% | $77,904-40.7% |
| Participation rate | 98.0% | 64.6%+33.4pp | 69.5%+28.5pp | 73.7%+24.3pp |
| Annual return | -15.80% | 3.42%-19.2pp | 0.16%-16.0pp | 12.21%-28.0pp |
| Employer contribution / active EE | $2,613 | $1,088+140.2% | $2,413+8.3% | $2,848-8.2% |
| Participant deferral / active EE | $5,034 | $2,774+81.5% | $3,985+26.3% | $4,806+4.7% |
| Admin fee / account holder | $63 | $113-44.4% | $6,832-99.1% | $133-52.6% |