Filed April 14, 2005 (most recent of 2 filings on file)
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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $3,275 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $310 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $98,944 | $44,229+123.7% | $155,790-36.5% | $55,191+79.3% |
| Participation rate | 76.1% | 60.8%+15.3pp | 76.1%0pp | 69.2%+7.0pp |
| Annual return | 1.00% | 0.37%+0.6pp | 71.54%-70.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,289 | $1,317-2.2% | $3,836-66.4% | $1,899-32.1% |
| Participant deferral / active EE | $6,407 | $2,851+124.7% | $4,797+33.6% | $3,046+110.3% |
| Admin fee / account holder | $7 | $86-91.5% | $7,478-99.9% | $91-91.9% |