Overview

Plan Rating

BrightScope Rating
84
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (73)
Highest in Peer Group (89)

Plan Description

SchwabPlan Retirement Savings and Investment Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 84, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. SchwabPlan Retirement Savings and Investment Plan currently has over 20,500 active participants and over $3.3B in plan assets.

Did you know?

For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (84) and the top rated plan (89) could equate to:
4
Additional years of work
23,543
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 211 Main Street
  • Location
    San Francisco , CA
  • 94105
  • Industry
    Securities Brokerage
  • Net Plan Assets
    $3,250,000,000
  • Total Participants
    21,000
  • Avg Account Balance
    $160,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

19

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 20%
N/A
Vanguard Total Bond Market Index 18%
54%
The Charles Schwab Corporation Common Stock 18%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Administration
Charles Schwab
Recordkeeper
Charles Schwab
Investment Adviser
Scharf Investments LLC
Investment Adviser
Private Ocean
Investment Adviser
Douglas Lane & Associates LLC
Investment Adviser
Tci Wealth Advisors, Inc.
Investment Adviser
Thomas Partners Inc
Investment Adviser
Frontier Investment Mgmt
Investment Adviser
Capital Advantage Inc
Investment Adviser
Marin Financial LLC
Investment Adviser
Ascension Wealth Partners LLC
Investment Adviser
Balasa Dinverno Foltz, LLC
Investment Adviser
United Capital Advisors
Investment Adviser
Donald Gregory Wylin
Investment Adviser
SJS Investment Consulting Inc
Investment Adviser
First Republic
Investment Adviser
Interocean Capital LLC
Investment Adviser
Jack Moller & Associates
Investment Adviser
Obermeyer Wood Investment Counselor
Investment Adviser
Hamilton Capital Management, Inc.
Investment Adviser
Armor Investment Advisors, LLC
Auditor
Deloitte & Touche, LLP

Articles and Questions

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