Filed December 30, 1992
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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,336 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $86 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,805 | $130,194+34.3% | $169,993+2.8% | $71,457+144.6% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.0%+10.7pp | 67.9%+29.8pp |
| Annual return | 15.25% | 20.37%-5.1pp | 53.37%-38.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $5,845 | $4,381+33.4% | $6,785-13.9% | $2,588+125.9% |
| Participant deferral / active EE | $8,485 | $6,923+22.6% | $10,408-18.5% | $4,289+97.8% |
| Admin fee / account holder | $349 | $966-63.9% | $12,815-97.3% | $1,587-78.0% |