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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $164,807 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,188 |
CHARLES SCHWAB & CO., INC.5 years 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 | $265,390 | $100,227+164.8% | $169,993+56.1% | $74,419+256.6% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.0%+10.3pp | 70.7%+26.5pp |
| Annual return | 19.75% | 66.08%-46.3pp | 53.37%-33.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $12,850 | $4,263+201.4% | $6,785+89.4% | $2,637+387.2% |
| Participant deferral / active EE | $14,626 | $7,143+104.8% | $10,408+40.5% | $4,528+223.0% |
| Admin fee / account holder | $103 | $234-55.9% | $12,815-99.2% | $348-70.3% |