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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,700 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,881 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $109,378 | $65,118+68.0% | $76,768+42.5% | $55,725+96.3% |
| Participation rate | 95.9% | 79.6%+16.3pp | 77.0%+19.0pp | 70.9%+25.1pp |
| Annual return | -4.62% | -1.27%-3.4pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $5,716 | $1,941+194.5% | $2,485+130.0% | $2,078+175.0% |
| Participant deferral / active EE | $6,508 | $3,688+76.5% | $3,852+69.0% | $3,356+94.0% |
| Admin fee / account holder | $7 | $116-93.6% | $6,675-99.9% | $115-93.6% |