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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $214,363 |
Service code 26 · EIN 20-2368993 | Advisory (Participants) | $8,517 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,995 | $44,626+27.7% | $86,188-33.9% | $80,160-28.9% |
| Participation rate | 97.1% | 63.5%+33.6pp | 69.0%+28.2pp | 72.9%+24.2pp |
| Annual return | 17.65% | 19.61%-2.0pp | 1168.45%-1150.8pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,528 | $1,099+130.0% | $2,380+6.2% | $2,978-15.1% |
| Participant deferral / active EE | $4,958 | $2,769+79.1% | $3,985+24.4% | $5,017-1.2% |
| Admin fee / account holder | $70 | $133-47.6% | $6,852-99.0% | $145-51.9% |