Filed October 6, 2003
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 | $111,446 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $47,505 | $37,196+27.7% | $154,107-69.2% | $55,725-14.8% |
| Participation rate | 94.0% | 64.1%+30.0pp | 83.0%+11.0pp | 70.9%+23.2pp |
| Annual return | -2.25% | 1319.68%-1321.9pp | 735.12%-737.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $2,243 | $1,614+39.0% | $5,298-57.7% | $2,078+7.9% |
| Participant deferral / active EE | $4,143 | $2,068+100.3% | $5,081-18.5% | $3,356+23.5% |
| Admin fee / account holder | $151 | $102+48.7% | $13,411-98.9% | $115+31.2% |