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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,993 |
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 | $163,645 | $73,933+121.3% | $96,683+69.3% | $75,163+117.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.19% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,236 | $2,928-23.6% | $3,737-40.2% | $2,670-16.3% |
| Participant deferral / active EE | $11,180 | $3,659+205.6% | $4,878+129.2% | $4,125+171.0% |
| Admin fee / account holder | $393 | $5,216-92.5% | $6,730-94.2% | $5,651-93.0% |