Filed May 5, 2005
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $130,550 |
Service code 33 · EIN 27-3616371 | Securities brokerage commissions and ... | $5,317 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,461 | $66,528+145.7% | $86,874+88.2% | $86,799+88.3% |
| Participation rate | 97.7% | 72.4%+25.4pp | 71.6%+26.1pp | 72.3%+25.4pp |
| Annual return | 14.90% | 19.56%-4.7pp | 63.52%-48.6pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,764 | $2,007+87.5% | $2,495+50.8% | $2,405+56.5% |
| Participant deferral / active EE | $8,199 | $3,240+153.1% | $3,699+121.7% | $4,131+98.5% |
| Admin fee / account holder | $148 | $148-0.2% | $5,828-97.5% | $170-12.8% |