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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,450 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,768 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | 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 | $115,250 | $63,905+80.3% | $74,183+55.4% | $57,658+99.9% |
| Participation rate | 97.7% | 79.8%+17.9pp | 76.6%+21.0pp | 70.2%+27.4pp |
| Annual return | 6.93% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $6,403 | $1,840+247.9% | $2,370+170.2% | $1,974+224.4% |
| Participant deferral / active EE | $8,142 | $3,448+136.1% | $3,550+129.4% | $3,061+166.0% |
| Admin fee / account holder | $6 | $91-93.7% | $5,586-99.9% | $95-93.9% |