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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,282 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $14,456 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $103,334 | $110,699-6.7% | $177,821-41.9% | $90,288+14.4% |
| Participation rate | 99.8% | 88.3%+11.5pp | 87.7%+12.1pp | 73.4%+26.5pp |
| Annual return | 13.24% | 22.79%-9.5pp | 48.32%-35.1pp | 53.97%-40.7pp |
| Employer contribution / active EE | $6,211 | $4,118+50.8% | $5,918+4.9% | $2,524+146.1% |
| Participant deferral / active EE | $4,817 | $6,731-28.4% | $7,714-37.6% | $4,232+13.8% |
| Admin fee / account holder | $17 | $90-81.2% | $12,427-99.9% | $114-85.2% |