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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,750 |
LANER MUCHIN1 year Filed as: LANER MUCHIN LTD Service code 28 · EIN 36-3088463 | Investment Management | $5,228 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,091 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $132,385 | $69,305+91.0% | $82,313+60.8% | $69,631+90.1% |
| Participation rate | 97.1% | 80.3%+16.8pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 16.88% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $5,716 | $1,887+203.0% | $2,428+135.4% | $2,032+181.3% |
| Participant deferral / active EE | $7,080 | $3,568+98.4% | $3,706+91.0% | $3,224+119.6% |
| Admin fee / account holder | $12 | $97-87.7% | $5,608-99.8% | $110-89.2% |