Filed March 26, 1997
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,003 |
Service code 28 · EIN 36-4001764 | Investment Management | $25,000 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $338 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,012 | $78,419+134.7% | $133,956+37.4% | $73,409+150.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 79.8%+15.4pp | 72.2%+23.0pp |
| Annual return | 14.08% | 33.35%-19.3pp | 45.09%-31.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $6,276 | $2,044+207.1% | $3,919+60.1% | $2,234+181.0% |
| Participant deferral / active EE | $6,042 | $3,925+53.9% | $5,048+19.7% | $3,805+58.8% |
| Admin fee / account holder | $190 | $161+18.0% | $8,927-97.9% | $158+20.6% |