Filed January 8, 2020 (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 | $6,535 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,418 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,234 | $58,264+300.3% | $86,612+169.3% | $71,457+226.4% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 22.17% | 21.63%+0.5pp | 591.07%-568.9pp | 28.85%-6.7pp |
| Employer contribution / active EE | $8,189 | $2,574+218.2% | $3,022+170.9% | $2,588+216.5% |
| Participant deferral / active EE | $8,537 | $3,436+148.4% | $4,438+92.4% | $4,289+99.0% |
| Admin fee / account holder | $42 | $1,057-96.0% | $5,614-99.2% | $1,587-97.3% |