Filed March 13, 2008
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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $373,928 |
Service code 28 · EIN 26-0058143 | Investment Management | $17,911 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,032 | $36,321-11.8% | $89,391-64.2% | $106,222-69.8% |
| Participation rate | 24.3% | 29.8%-5.5pp | 68.0%-43.6pp | 70.8%-46.5pp |
| Annual return | 15.44% | 24.00%-8.6pp | 245.62%-230.2pp | 21.69%-6.3pp |
| Employer contribution / active EE | $268 | $507-47.1% | $2,586-89.6% | $2,723-90.2% |
| Participant deferral / active EE | $907 | $1,286-29.5% | $3,890-76.7% | $4,600-80.3% |
| Admin fee / account holder | $59 | $78-24.3% | $4,881-98.8% | $78-24.8% |