Filed December 11, 2018 (most recent of 2 filings on file)
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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,220 |
LITMANGERSON ASSOCIATES, LLP1+ years Filed as: LITMAN GERSON ASSOCIATES LLP Service code 10 · EIN 04-2694095 | Accounting | $8,750 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,168 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $87,459 | $71,802+21.8% | $133,980-34.7% | $57,658+51.7% |
| Participation rate | 97.3% | 85.5%+11.9pp | 87.1%+10.3pp | 70.2%+27.1pp |
| Annual return | 9.74% | 13.51%-3.8pp | 29.30%-19.6pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,914 | $3,161-39.5% | $5,211-63.3% | $1,974-3.0% |
| Participant deferral / active EE | $5,073 | $4,606+10.1% | $6,282-19.2% | $3,061+65.7% |
| Admin fee / account holder | $36 | $88-58.8% | $9,324-99.6% | $95-61.8% |