Filed March 27, 2015 (most recent of 3 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 |
|---|---|---|
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $37,345 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,226 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,421 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Shareholder servicing fees; Securitie... | $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 | $94,894 | $92,091+3.0% | $62,995+50.6% | $77,958+21.7% |
| Participation rate | 96.8% | 74.5%+22.4pp | 74.8%+22.0pp | 71.6%+25.2pp |
| Annual return | 19.11% | 16.23%+2.9pp | 87.57%-68.5pp | 20.87%-1.8pp |
| Employer contribution / active EE | $6,014 | $3,424+75.6% | $2,759+118.0% | $2,310+160.3% |
| Participant deferral / active EE | $6,352 | $3,361+89.0% | $3,329+90.8% | $3,537+79.6% |
| Admin fee / account holder | $19 | $48-59.4% | $3,600-99.5% | $97-80.0% |