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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $146,198 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $568 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $56,363 | $130,141-56.7% | $86,677-35.0% | $77,904-27.7% |
| Participation rate | 96.2% | 85.9%+10.3pp | 76.6%+19.6pp | 73.7%+22.5pp |
| Annual return | -16.23% | -12.75%-3.5pp | 35.91%-52.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,249 | $3,220-30.2% | $2,836-20.7% | $2,848-21.0% |
| Participant deferral / active EE | $4,967 | $5,757-13.7% | $4,656+6.7% | $4,806+3.4% |
| Admin fee / account holder | $60 | $132-54.5% | $7,493-99.2% | $133-54.7% |