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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,222 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $329 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $75,086 | $144,996-48.2% | $111,297-32.5% | $93,030-19.3% |
| Participation rate | 96.7% | 86.2%+10.5pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 15.58% | 18.26%-2.7pp | 54.65%-39.1pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,961 | $3,056-35.8% | $2,731-28.2% | $2,706-27.5% |
| Participant deferral / active EE | $4,472 | $5,587-20.0% | $4,487-0.3% | $4,562-2.0% |
| Admin fee / account holder | $66 | $103-36.1% | $7,964-99.2% | $152-56.4% |