Filed February 14, 2011 (most recent of 2 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 | $146,898 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,033 |
CHARLES SCHWAB & CO., INC.5+ 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 | $108,876 | $88,122+23.6% | $141,162-22.9% | $67,579+61.1% |
| Participation rate | 98.6% | 76.5%+22.2pp | 82.5%+16.2pp | 71.3%+27.4pp |
| Annual return | 21.67% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $8,105 | $3,224+151.4% | $4,735+71.2% | $2,148+277.4% |
| Participant deferral / active EE | $6,054 | $5,958+1.6% | $6,709-9.8% | $3,539+71.0% |
| Admin fee / account holder | $255 | $131+94.8% | $10,261-97.5% | $142+79.2% |