Filed January 30, 2005 (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 | $587,369 |
CHIAMPOU TRAVIS BESAW & KERSHNER2+ years Filed as: CHIAMPOU TRAVIS BESAW AND KERS Service code 10 · EIN 16-1468002 | Accounting | $15,800 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $4,737 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $83,167 | $80,354+3.5% | $133,980-37.9% | $63,975+30.0% |
| Participation rate | 99.4% | 87.5%+11.9pp | 87.1%+12.4pp | 71.1%+28.3pp |
| Annual return | 7.84% | 13.11%-5.3pp | 29.30%-21.5pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,914 | $3,503+11.7% | $5,211-24.9% | $2,182+79.4% |
| Participant deferral / active EE | $5,913 | $5,239+12.9% | $6,282-5.9% | $3,356+76.2% |
| Admin fee / account holder | $264 | $69+280.5% | $9,324-97.2% | $70+274.4% |