Filed December 19, 1990
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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,402 | $73,404-59.9% | $87,100-66.2% | $67,579-56.5% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.9%+15.2pp | 71.3%+20.8pp |
| Annual return | 18.91% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.6pp |
| Employer contribution / active EE | $967 | $2,014-52.0% | $2,521-61.6% | $2,148-55.0% |
| Participant deferral / active EE | $2,012 | $3,913-48.6% | $4,049-50.3% | $3,539-43.2% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |