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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $134,353 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $8,233 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.2+ 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 | $185,578 | $71,802+158.5% | $133,980+38.5% | $57,658+221.9% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.1%+12.0pp | 70.2%+28.8pp |
| Annual return | 8.27% | 13.51%-5.2pp | 29.30%-21.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $11,140 | $3,161+252.4% | $5,211+113.8% | $1,974+464.4% |
| Participant deferral / active EE | $11,412 | $4,606+147.8% | $6,282+81.7% | $3,061+272.9% |
| Admin fee / account holder | $95 | $88+8.7% | $9,324-99.0% | $95+0.8% |