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 | $6,900 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,709 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8 |
CHARLES SCHWAB & CO., INC.2+ 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 | $41,603 | $63,905-34.9% | $74,183-43.9% | $57,658-27.8% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.6%+15.0pp | 70.2%+21.4pp |
| Annual return | 6.84% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $642 | $1,840-65.1% | $2,370-72.9% | $1,974-67.5% |
| Participant deferral / active EE | $2,022 | $3,448-41.4% | $3,550-43.0% | $3,061-33.9% |
| Admin fee / account holder | $6 | $91-93.3% | $5,586-99.9% | $95-93.6% |