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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,463 |
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 | $225,887 | $60,607+272.7% | $189,557+19.2% | $86,799+160.2% |
| Participation rate | 72.4% | 68.9%+3.5pp | 78.4%-6.1pp | 72.3%+0.1pp |
| Annual return | 14.33% | 65.18%-50.8pp | 64.17%-49.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $2,218 | $1,626+36.4% | $4,412-49.7% | $2,405-7.8% |
| Participant deferral / active EE | $5,080 | $3,895+30.4% | $6,174-17.7% | $4,131+23.0% |
| Admin fee / account holder | $136 | $159-14.5% | $9,807-98.6% | $170-20.0% |