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 | $10,300 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $3,247 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ 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 | $38,449 | $72,770-47.2% | $67,652-43.2% | $55,191-30.3% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 69.2%+20.8pp |
| Annual return | -0.81% | -3.26%+2.5pp | 6625.04%-6625.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $794 | $1,769-55.1% | $2,266-64.9% | $1,899-58.2% |
| Participant deferral / active EE | $2,416 | $3,408-29.1% | $3,560-32.1% | $3,046-20.7% |
| Admin fee / account holder | $8 | $79-89.5% | $4,821-99.8% | $91-90.9% |