Filed March 3, 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 6-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 | $43,519 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $4,154 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,192 | $88,515-78.3% | $162,163-88.2% | $67,579-71.6% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 22.22% | 27.04%-4.8pp | 115.59%-93.4pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,742 | $3,563-51.1% | $5,614-69.0% | $2,148-18.9% |
| Participant deferral / active EE | $3,196 | $5,724-44.2% | $7,298-56.2% | $3,539-9.7% |
| Admin fee / account holder | $40 | $124-67.8% | $10,843-99.6% | $142-72.0% |