Filed January 5, 2017 (most recent of 6 filings on file)
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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $234,578 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $708 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,709 | $2,679,533-91.4% | $164,813+40.6% | $199,593+16.1% |
| Participation rate | 97.1% | 78.3%+18.8pp | 78.6%+18.5pp | 72.0%+25.1pp |
| Annual return | 14.03% | 17.93%-3.9pp | 69.93%-55.9pp | 34.25%-20.2pp |
| Employer contribution / active EE | $9,839 | $2,970+231.3% | $4,341+126.7% | $3,034+224.3% |
| Participant deferral / active EE | $12,949 | $5,010+158.5% | $6,031+114.7% | $5,087+154.6% |
| Admin fee / account holder | $100 | $1,982-95.0% | $12,690-99.2% | $269-62.8% |