Filed December 30, 2010 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,279 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,389 | $71,957+28.4% | $67,652+36.6% | $59,188+56.1% |
| Participation rate | 95.2% | 82.7%+12.5pp | 75.7%+19.5pp | 69.4%+25.7pp |
| Annual return | 0.02% | 8.53%-8.5pp | 6625.04%-6625.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $5,662 | $2,432+132.8% | $2,266+149.9% | $2,098+169.9% |
| Participant deferral / active EE | $6,332 | $4,211+50.4% | $3,560+77.9% | $3,265+94.0% |
| Admin fee / account holder | $7 | $64-89.8% | $4,821-99.9% | $92-92.9% |