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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,159 |
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 | $167,199 | $56,638+195.2% | $169,368-1.3% | $74,419+124.7% |
| Participation rate | 98.7% | 67.5%+31.2pp | 77.1%+21.5pp | 70.7%+28.0pp |
| Annual return | 19.96% | 24.75%-4.8pp | 405.60%-385.6pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,533 | $2,027+173.0% | $4,013+37.9% | $2,637+109.8% |
| Participant deferral / active EE | $13,185 | $4,223+212.2% | $6,221+111.9% | $4,528+191.2% |
| Admin fee / account holder | $107 | $307-65.0% | $9,003-98.8% | $348-69.1% |