Filed October 11, 2001 (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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $179,314 |
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 | $643,609 | $129,021+398.8% | $184,203+249.4% | $77,643+728.9% |
| Participation rate | 99.5% | 87.3%+12.2pp | 86.8%+12.7pp | 70.6%+28.9pp |
| Annual return | 15.97% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $20,876 | $4,413+373.1% | $6,427+224.8% | $2,726+665.9% |
| Participant deferral / active EE | $14,200 | $7,297+94.6% | $9,131+55.5% | $4,647+205.6% |
| Admin fee / account holder | $178 | $254-29.8% | $13,901-98.7% | $430-58.6% |