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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $423,659 |
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 | $171,453 | $110,699+54.9% | $177,821-3.6% | $90,288+89.9% |
| Participation rate | 95.9% | 88.3%+7.5pp | 87.7%+8.2pp | 73.4%+22.5pp |
| Annual return | 13.46% | 22.79%-9.3pp | 48.32%-34.9pp | 53.97%-40.5pp |
| Employer contribution / active EE | $4,104 | $4,118-0.4% | $5,918-30.7% | $2,524+62.6% |
| Participant deferral / active EE | $8,752 | $6,731+30.0% | $7,714+13.5% | $4,232+106.8% |
| Admin fee / account holder | $211 | $90+134.3% | $12,427-98.3% | $114+84.9% |