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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,783 |
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 | $60,441 | $52,293+15.6% | $178,490-66.1% | $73,409-17.7% |
| Participation rate | 96.2% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+24.0pp |
| Annual return | 12.84% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $2,412 | $1,735+39.0% | $5,011-51.9% | $2,234+8.0% |
| Participant deferral / active EE | $4,417 | $2,332+89.4% | $5,202-15.1% | $3,805+16.1% |
| Admin fee / account holder | $148 | $127+16.3% | $13,984-98.9% | $158-6.2% |