Filed January 27, 2006 (most recent of 5 filings on file)
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 | $24,938 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,564 | $53,932-2.5% | $134,143-60.8% | $90,288-41.8% |
| Participation rate | 17.2% | 60.4%-43.2pp | 72.2%-55.0pp | 73.4%-56.2pp |
| Annual return | 17.24% | 23.16%-5.9pp | 36.33%-19.1pp | 53.97%-36.7pp |
| Employer contribution / active EE | $367 | $1,611-77.2% | $3,704-90.1% | $2,524-85.5% |
| Participant deferral / active EE | $815 | $2,432-66.5% | $3,499-76.7% | $4,232-80.7% |
| Admin fee / account holder | $37 | $104-64.5% | $6,684-99.4% | $114-67.7% |