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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $190,375 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,307 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $233,414 | $88,515+163.7% | $162,163+43.9% | $67,579+245.4% |
| Participation rate | 98.2% | 86.8%+11.4pp | 87.6%+10.6pp | 71.3%+26.9pp |
| Annual return | 22.57% | 27.04%-4.5pp | 115.59%-93.0pp | 378.56%-356.0pp |
| Employer contribution / active EE | $11,661 | $3,563+227.3% | $5,614+107.7% | $2,148+442.9% |
| Participant deferral / active EE | $12,350 | $5,724+115.8% | $7,298+69.2% | $3,539+248.9% |
| Admin fee / account holder | $134 | $124+8.7% | $10,843-98.8% | $142-5.5% |