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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $163,469 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $472 |
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 | $64,653 | $104,697-38.2% | $96,544-33.0% | $80,160-19.3% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 72.9%+24.0pp |
| Annual return | 19.27% | 21.78%-2.5pp | 25.84%-6.6pp | 40.38%-21.1pp |
| Employer contribution / active EE | $2,387 | $3,536-32.5% | $2,965-19.5% | $2,978-19.8% |
| Participant deferral / active EE | $5,298 | $6,188-14.4% | $4,851+9.2% | $5,017+5.6% |
| Admin fee / account holder | $62 | $107-41.5% | $8,252-99.2% | $145-57.0% |