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 | $7,350 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $4,953 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,166 | $69,305-39.2% | $82,313-48.8% | $69,631-39.4% |
| Participation rate | 87.9% | 80.3%+7.6pp | 76.9%+11.0pp | 70.7%+17.2pp |
| Annual return | 12.38% | 21.47%-9.1pp | 25.88%-13.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $791 | $1,887-58.0% | $2,428-67.4% | $2,032-61.1% |
| Participant deferral / active EE | $2,442 | $3,568-31.6% | $3,706-34.1% | $3,224-24.2% |
| Admin fee / account holder | $8 | $97-92.1% | $5,608-99.9% | $110-93.0% |