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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 94-1737782 | Recordkeeping | $52,600 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,668 | $136,307+97.1% | $177,821+51.1% | $73,488+265.6% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.7%+8.7pp | 70.7%+25.7pp |
| Annual return | 15.50% | 18.68%-3.2pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $9,326 | $3,712+151.2% | $5,918+57.6% | $2,270+310.8% |
| Participant deferral / active EE | $8,527 | $5,829+46.3% | $7,714+10.5% | $3,740+128.0% |
| Admin fee / account holder | $270 | $596-54.7% | $12,427-97.8% | $513-47.4% |