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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $677,052 |
CTB&K LLP1 year Service code 10 · EIN 16-1468002 | Accounting | $16,200 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,980 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ 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 | $95,390 | $89,274+6.9% | $149,718-36.3% | $77,958+22.4% |
| Participation rate | 99.0% | 87.6%+11.4pp | 87.1%+11.9pp | 71.6%+27.3pp |
| Annual return | 13.79% | 20.36%-6.6pp | 1501.63%-1487.8pp | 20.87%-7.1pp |
| Employer contribution / active EE | $4,609 | $3,727+23.7% | $5,445-15.4% | $2,310+99.5% |
| Participant deferral / active EE | $6,133 | $5,382+13.9% | $6,569-6.6% | $3,537+73.4% |
| Admin fee / account holder | $298 | $240+24.1% | $11,283-97.4% | $97+205.6% |