Filed January 13, 2016
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,835 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,463 | $48,576+209.7% | $169,463-11.2% | $56,287+167.3% |
| Participation rate | 98.2% | 65.8%+32.4pp | 77.8%+20.4pp | 69.9%+28.4pp |
| Annual return | -4.89% | -2.51%-2.4pp | 1.83%-6.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,986 | $1,559+91.5% | $4,159-28.2% | $2,111+41.5% |
| Participant deferral / active EE | $5,930 | $3,275+81.1% | $5,277+12.4% | $3,350+77.0% |
| Admin fee / account holder | $129 | $435-70.4% | $9,109-98.6% | $521-75.3% |