Filed July 2, 2014
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 64 · EIN 34-1479833 | Recordkeeping Fees | $13,190 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage | $5,021 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 99 · EIN 42-1558009 | Other Fees | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,481 | $46,966+62.8% | $185,117-58.7% | $69,631+9.8% |
| Participation rate | 96.8% | 65.3%+31.6pp | 77.3%+19.6pp | 70.7%+26.1pp |
| Annual return | 15.33% | 22.36%-7.0pp | 40.50%-25.2pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,988 | $1,360+46.1% | $4,182-52.5% | $2,032-2.2% |
| Participant deferral / active EE | $5,157 | $3,017+70.9% | $5,045+2.2% | $3,224+60.0% |
| Admin fee / account holder | $0 | $94-99.9% | $8,159-100.0% | $110-99.9% |