Filed July 16, 2013
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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $5,738 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $124 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $201,745 | $71,964+180.3% | $167,512+20.4% | $85,563+135.8% |
| Participation rate | 96.3% | 61.0%+35.3pp | 77.1%+19.2pp | 66.0%+30.3pp |
| Annual return | 16.39% | 18.83%-2.4pp | 1615.79%-1599.4pp | 31.51%-15.1pp |
| Employer contribution / active EE | $5,014 | $1,875+167.4% | $3,882+29.2% | $2,654+89.0% |
| Participant deferral / active EE | $11,765 | $4,110+186.3% | $6,405+83.7% | $4,375+168.9% |
| Admin fee / account holder | $14 | $815-98.3% | $9,769-99.9% | $834-98.3% |