Filed June 24, 1994
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 9-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 BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,338 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $46,179 | $47,977-3.7% | $154,107-70.0% | $56,287-18.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 0.48% | 3.54%-3.1pp | 735.12%-734.6pp | -9.96%+10.4pp |
| Employer contribution / active EE | $9,375 | $2,169+332.3% | $5,298+77.0% | $2,111+344.1% |
| Participant deferral / active EE | $6,158 | $2,392+157.5% | $5,081+21.2% | $3,350+83.8% |
| Admin fee / account holder | $42 | $438-90.4% | $13,411-99.7% | $521-91.9% |