Filed April 18, 2016
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 | $85,741 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $61 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,706 | $78,672+165.3% | $109,143+91.2% | $85,850+143.1% |
| Participation rate | 93.9% | 68.3%+25.6pp | 75.9%+18.0pp | 69.3%+24.6pp |
| Annual return | 12.48% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,516 | $2,735-8.0% | $3,722-32.4% | $2,565-1.9% |
| Participant deferral / active EE | $10,548 | $3,467+204.2% | $4,653+126.7% | $3,952+166.9% |
| Admin fee / account holder | $579 | $5,469-89.4% | $6,752-91.4% | $6,260-90.7% |