Filed December 28, 1998 (most recent of 3 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 14 · EIN 34-1479833 | Plan Administrator | $725,420 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. , INC Service code 15 · EIN 94-1737782 | Recordkeeping | $27,111 |
ERNST & YOUNG LLP1+ years Filed as: ERNST 7 YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $21,000 |
FOX ROTHSCHILD LLP1+ years Service code 29 · EIN 23-1404723 | Legal | $9,350 |
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 | $69,746 | $117,928-40.9% | $77,999-10.6% | $65,292+6.8% |
| Participation rate | 96.4% | 85.6%+10.8pp | 75.5%+20.9pp | 72.4%+24.0pp |
| Annual return | 10.00% | 11.37%-1.4pp | 425.96%-416.0pp | 11.84%-1.8pp |
| Employer contribution / active EE | $1,958 | $3,999-51.0% | $2,470-20.7% | $2,302-14.9% |
| Participant deferral / active EE | $3,288 | $5,945-44.7% | $3,497-6.0% | $3,579-8.1% |
| Admin fee / account holder | $72 | $66+9.3% | $5,480-98.7% | $57+26.1% |