Filed June 18, 2014
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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $18,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,478 | $76,774-43.4% | $112,228-61.3% | $77,904-44.2% |
| Participation rate | 18.5% | 80.2%-61.7pp | 75.1%-56.6pp | 73.7%-55.2pp |
| Annual return | -15.53% | -10.25%-5.3pp | 27.45%-43.0pp | 12.21%-27.7pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $720 | $3,778-80.9% | $4,728-84.8% | $4,806-85.0% |
| Admin fee / account holder | $79 | $239-66.9% | $6,410-98.8% | $133-40.4% |