Filed September 22, 2000 (most recent of 2 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 |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $586 |
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,354 | $102,553-42.1% | $151,611-60.9% | $66,914-11.3% |
| Participation rate | 84.8% | 85.5%-0.7pp | 87.5%-2.7pp | 69.8%+15.0pp |
| Annual return | -13.29% | -10.82%-2.5pp | 3.33%-16.6pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,795 | $4,180+38.6% | $6,166-6.0% | $2,544+127.8% |
| Participant deferral / active EE | $8,068 | $6,641+21.5% | $8,363-3.5% | $4,237+90.4% |
| Admin fee / account holder | $8 | $630-98.7% | $11,616-99.9% | $593-98.6% |