Filed February 13, 2014 (most recent of 3 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.
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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,416 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $18,980 |
CHARLES SCHWAB & CO., INC.5+ years 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 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $90,271 | $95,776-5.7% | $162,163-44.3% | $77,787+16.0% |
| Participation rate | 99.2% | 88.6%+10.5pp | 87.6%+11.6pp | 73.2%+25.9pp |
| Annual return | 21.04% | 37.03%-16.0pp | 115.59%-94.5pp | 32.57%-11.5pp |
| Employer contribution / active EE | $5,836 | $3,874+50.7% | $5,614+4.0% | $2,504+133.0% |
| Participant deferral / active EE | $4,377 | $6,125-28.5% | $7,298-40.0% | $3,967+10.3% |
| Admin fee / account holder | $34 | $88-61.3% | $10,843-99.7% | $100-66.1% |