Filed February 15, 2013
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,716 |
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 Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,733 | $69,305+77.1% | $82,313+49.1% | $69,631+76.3% |
| Participation rate | 97.2% | 80.3%+17.0pp | 76.9%+20.3pp | 70.7%+26.6pp |
| Annual return | 855.49% | 21.47%+834.0pp | 25.88%+829.6pp | 27571.02%-26715.5pp |
| Employer contribution / active EE | $7,570 | $1,887+301.3% | $2,428+211.8% | $2,032+272.5% |
| Participant deferral / active EE | $4,167 | $3,568+16.8% | $3,706+12.4% | $3,224+29.3% |
| Admin fee / account holder | $11 | $97-88.7% | $5,608-99.8% | $110-90.0% |