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*Estimated reduction in cost is for illustrative purposes only; actual results may vary. The definition of "plan fund costs" and estimated reduction in cost includes plan costs based on Schwab's research using (1) 2010 data from 195 defined contribution plans serviced by Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company, and (2) 2010 data from a comparison set of plans serviced by other providers. In this comparison set, the weighted average operating expense ratio (OER) for midsize plans ($20 million–$100 million) using actively managed funds is $55 to $95 per $10,000 invested, and for large plans ($100 million–$350 million) the OER is $50 to $75 per $10,000 invested. For similar-sized plans adopting Schwab Index Advantage™, the weighted average OER for index mutual funds or ETFs should be about $15 to $25 per $10,000 invested. 85% savings is calculated using $95 per $10,000 invested and comparing it to $15 per $10,000 invested. 50% savings is calculated using $50 per $10,000 invested and comparing it to $25 per $10,000 invested. This example does not include any fees associated with professional, independent advice services or other fees that may be charged to a participant account.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, trading policies, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.
Schwab Retirement Plan Services, Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., Member SIPC. Trust and custody services and deposit products are offered by Charles Schwab Bank. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans. Schwab Index Advantage is only available in select retirement plans serviced by Schwab Retirement Plan Services, Inc. Results not guaranteed.
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Bank; Charles Schwab & Co., Inc.; Schwab Retirement Plan Services, Inc.; and Schwab Retirement Plan Services Company. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Trust and custody products and service are offered by Charles Schwab Bank. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.