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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,553 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,611 | $62,132+235.8% | $185,823+12.3% | $73,488+183.9% |
| Participation rate | 71.0% | 67.8%+3.2pp | 78.0%-7.0pp | 70.7%+0.3pp |
| Annual return | 16.49% | 20.44%-3.9pp | 35.95%-19.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,514 | $1,681+49.5% | $4,087-38.5% | $2,270+10.7% |
| Participant deferral / active EE | $5,536 | $3,711+49.2% | $5,632-1.7% | $3,740+48.0% |
| Admin fee / account holder | $137 | $419-67.3% | $9,500-98.6% | $513-73.3% |