See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,405 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,928 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $231,292 | $75,388+206.8% | $123,544+87.2% | $55,725+315.1% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.3%+15.3pp | 70.9%+26.7pp |
| Annual return | -3.96% | 4.48%-8.4pp | 119.20%-123.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $8,160 | $3,063+166.4% | $4,628+76.3% | $2,078+292.7% |
| Participant deferral / active EE | $8,876 | $5,651+57.1% | $6,426+38.1% | $3,356+164.5% |
| Admin fee / account holder | $113 | $120-5.9% | $9,284-98.8% | $115-2.2% |