Filed March 18, 2008 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,714 |
BOBER MARKEY FEDOROVICH & COMPANY11+ years Service code 10 · EIN 34-1523030 | Accounting | $31,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB &CO., INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,845 | $111,072-47.9% | $156,263-63.0% | $102,872-43.8% |
| Participation rate | 82.3% | 80.1%+2.2pp | 78.9%+3.4pp | 73.0%+9.3pp |
| Annual return | 13.99% | 16.98%-3.0pp | 59.47%-45.5pp | 19.06%-5.1pp |
| Employer contribution / active EE | $212 | $4,017-94.7% | $4,333-95.1% | $3,526-94.0% |
| Participant deferral / active EE | $4,296 | $5,455-21.2% | $6,158-30.2% | $5,535-22.4% |
| Admin fee / account holder | $29 | $120-76.2% | $14,255-99.8% | $292-90.2% |