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 TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,773 |
CHARLES SCHWAB & CO., INC.3 years 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 | $77,610 | $91,190-14.9% | $178,490-56.5% | $79,858-2.8% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.5pp | 69.6%+25.8pp |
| Annual return | 20.94% | 24.19%-3.2pp | 151.07%-130.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $10,598 | $3,256+225.5% | $5,011+111.5% | $2,471+328.9% |
| Participant deferral / active EE | $6,853 | $3,236+111.8% | $5,202+31.8% | $3,740+83.2% |
| Admin fee / account holder | $33 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |