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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $159,294 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $466 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,776 | $100,801+30.7% | $149,696-12.0% | $73,409+79.5% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.6pp | 72.2%+23.9pp |
| Annual return | 14.31% | 265.34%-251.0pp | 276.60%-262.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $9,011 | $3,312+172.1% | $4,644+94.0% | $2,234+303.4% |
| Participant deferral / active EE | $6,663 | $6,404+4.0% | $6,842-2.6% | $3,805+75.1% |
| Admin fee / account holder | $350 | $181+93.8% | $9,309-96.2% | $158+122.0% |