Filed May 5, 2005 (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.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $180 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,026 | $105,190-8.7% | $98,907-2.9% | $90,288+6.4% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.2pp | 73.4%+22.8pp |
| Annual return | 14.54% | 18.52%-4.0pp | 196.43%-181.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $4,114 | $3,831+7.4% | $2,689+53.0% | $2,524+63.0% |
| Participant deferral / active EE | $5,627 | $5,616+0.2% | $4,244+32.6% | $4,232+33.0% |
| Admin fee / account holder | $3 | $97-96.6% | $6,642-99.9% | $114-97.1% |