Filed June 30, 1995
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $198,786 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,674 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,377 | $110,299-38.9% | $102,423-34.2% | $199,593-66.2% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | 11.90% | 35.73%-23.8pp | 29.32%-17.4pp | 34.25%-22.4pp |
| Employer contribution / active EE | $2,533 | $3,603-29.7% | $3,023-16.2% | $3,034-16.5% |
| Participant deferral / active EE | $5,503 | $6,376-13.7% | $5,053+8.9% | $5,087+8.2% |
| Admin fee / account holder | $69 | $122-43.9% | $9,451-99.3% | $269-74.5% |