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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $172,138 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $5,045 |
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 | $199,366 | $80,005+149.2% | $140,016+42.4% | $55,725+257.8% |
| Participation rate | 97.6% | 87.0%+10.6pp | 87.5%+10.1pp | 70.9%+26.8pp |
| Annual return | -4.85% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $11,525 | $3,403+238.7% | $5,606+105.6% | $2,078+454.6% |
| Participant deferral / active EE | $11,956 | $5,264+127.1% | $6,927+72.6% | $3,356+256.3% |
| Admin fee / account holder | $122 | $116+5.6% | $10,705-98.9% | $115+6.0% |