Filed October 18, 2004
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 15 · EIN 34-1479833 | Recordkeeping | $5,893 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | 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 | $124,431 | $80,354+54.9% | $133,980-7.1% | $63,975+94.5% |
| Participation rate | 87.5% | 87.5%0pp | 87.1%+0.4pp | 71.1%+16.3pp |
| Annual return | 7.75% | 13.11%-5.4pp | 29.30%-21.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,938 | $3,503-16.1% | $5,211-43.6% | $2,182+34.7% |
| Participant deferral / active EE | $5,711 | $5,239+9.0% | $6,282-9.1% | $3,356+70.2% |
| Admin fee / account holder | $3 | $69-95.8% | $9,324-100.0% | $70-95.9% |