Filed December 10, 2009
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,644 |
BENEFFITS CONSULTANTS GROUP2 years Service code 28 · EIN 23-2383285 | Investment Management | $52,527 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $16,695 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,427 | $79,519-21.5% | $95,952-34.9% | $73,409-15.0% |
| Participation rate | 98.8% | 81.2%+17.6pp | 77.1%+21.7pp | 72.2%+26.6pp |
| Annual return | 15.44% | 19.20%-3.8pp | 91.61%-76.2pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,355 | $2,048+15.0% | $2,541-7.3% | $2,234+5.4% |
| Participant deferral / active EE | $4,583 | $4,138+10.8% | $4,167+10.0% | $3,805+20.4% |
| Admin fee / account holder | $153 | $184-16.7% | $6,795-97.7% | $158-2.8% |