Filed January 18, 2005
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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 94-1737782 | Recordkeeping | $38,303 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $45 |
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 | $236,606 | $98,982+139.0% | $162,163+45.9% | $65,185+263.0% |
| Participation rate | 97.1% | 85.8%+11.3pp | 87.6%+9.5pp | 70.2%+26.9pp |
| Annual return | 22.19% | 24.84%-2.6pp | 115.59%-93.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,184 | $3,467+49.5% | $5,614-7.7% | $2,177+138.2% |
| Participant deferral / active EE | $8,476 | $5,384+57.4% | $7,298+16.1% | $3,514+141.2% |
| Admin fee / account holder | $202 | $596-66.2% | $10,843-98.1% | $847-76.2% |