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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $30,668 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $569 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 82-3967258 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,551 | $79,519+90.6% | $95,952+57.9% | $73,409+106.4% |
| Participation rate | 98.6% | 81.2%+17.4pp | 77.1%+21.5pp | 72.2%+26.4pp |
| Annual return | 10.83% | 19.20%-8.4pp | 91.61%-80.8pp | 59.29%-48.5pp |
| Employer contribution / active EE | $7,814 | $2,048+281.6% | $2,541+207.5% | $2,234+249.8% |
| Participant deferral / active EE | $9,580 | $4,138+131.5% | $4,167+129.9% | $3,805+151.7% |
| Admin fee / account holder | $30 | $184-83.8% | $6,795-99.6% | $158-81.1% |