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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,856 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,136 | $61,405-39.5% | $149,740-75.2% | $71,535-48.1% |
| Participation rate | 85.7% | 62.5%+23.2pp | 78.8%+6.9pp | 67.9%+17.8pp |
| Annual return | 15.97% | 35.88%-19.9pp | 134.51%-118.5pp | 28.97%-13.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,683-100.0% | $4,292-100.0% |
| Admin fee / account holder | $28 | $1,264-97.8% | $13,222-99.8% | $1,589-98.2% |