Filed March 1, 2010 (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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $169,214 |
Service code 26 · EIN 47-1116759 | Advisory (Participants) | $5,651 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,922 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $293,397 | $129,021+127.4% | $184,203+59.3% | $77,643+277.9% |
| Participation rate | 96.0% | 87.3%+8.7pp | 86.8%+9.2pp | 70.6%+25.5pp |
| Annual return | 15.62% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $13,613 | $4,413+208.5% | $6,427+111.8% | $2,726+399.4% |
| Participant deferral / active EE | $15,598 | $7,297+113.7% | $9,131+70.8% | $4,647+235.6% |
| Admin fee / account holder | $103 | $254-59.6% | $13,901-99.3% | $430-76.2% |