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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,682 |
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 | $141,783 | $50,458+181.0% | $159,960-11.4% | $64,808+118.8% |
| Participation rate | 80.8% | 68.0%+12.8pp | 78.0%+2.9pp | 71.5%+9.4pp |
| Annual return | -17.12% | -13.42%-3.7pp | 408.60%-425.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,835 | $1,722+122.7% | $4,226-9.2% | $2,506+53.1% |
| Participant deferral / active EE | $9,040 | $4,004+125.8% | $6,182+46.2% | $4,310+109.7% |
| Admin fee / account holder | $106 | $706-85.0% | $8,698-98.8% | $188-43.6% |