Filed June 29, 2023
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,718 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $464 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,859 | $131,799+63.8% | $200,582+7.6% | $85,563+152.3% |
| Participation rate | 99.5% | 87.9%+11.6pp | 86.9%+12.6pp | 66.0%+33.5pp |
| Annual return | 17.51% | 21.59%-4.1pp | 42.33%-24.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $9,010 | $4,532+98.8% | $6,419+40.4% | $2,654+239.5% |
| Participant deferral / active EE | $7,199 | $7,702-6.5% | $9,331-22.9% | $4,375+64.5% |
| Admin fee / account holder | $40 | $235-82.9% | $16,305-99.8% | $834-95.2% |