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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,944 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,626 |
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 Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,554 | $60,323+322.0% | $81,812+211.1% | $74,495+241.7% |
| Participation rate | 99.1% | 62.9%+36.3pp | 72.3%+26.8pp | 67.2%+31.9pp |
| Annual return | 16.50% | 16.90%-0.4pp | 773.79%-757.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $9,492 | $2,620+262.3% | $2,912+225.9% | $2,623+261.9% |
| Participant deferral / active EE | $9,438 | $3,387+178.6% | $4,319+118.5% | $4,346+117.2% |
| Admin fee / account holder | $45 | $1,486-97.0% | $7,386-99.4% | $1,942-97.7% |