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.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $12,576 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,625 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,666 | $68,413+149.5% | $123,104+38.6% | $55,191+209.2% |
| Participation rate | 98.4% | 84.5%+13.8pp | 86.8%+11.6pp | 69.2%+29.2pp |
| Annual return | 2.07% | 6.30%-4.2pp | 13.22%-11.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $11,096 | $3,050+263.8% | $5,151+115.4% | $1,899+484.4% |
| Participant deferral / active EE | $11,259 | $4,490+150.7% | $6,230+80.7% | $3,046+269.6% |
| Admin fee / account holder | $2 | $88-97.9% | $9,015-100.0% | $91-98.0% |