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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,778 | $99,078-68.9% | $96,544-68.1% | $74,419-58.6% |
| Participation rate | 87.2% | 80.7%+6.5pp | 76.0%+11.2pp | 70.7%+16.4pp |
| Annual return | 15.59% | 22.48%-6.9pp | 25.84%-10.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,064 | $2,570-58.6% | $2,965-64.1% | $2,637-59.6% |
| Participant deferral / active EE | $2,329 | $4,933-52.8% | $4,851-52.0% | $4,528-48.6% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |