Filed February 3, 1997 (most recent of 2 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 5-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 | $33,846 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $140 |
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 | $137,790 | $37,393+268.5% | $77,024+78.9% | $66,914+105.9% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -13.75% | -3.29%-10.5pp | 42.32%-56.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,984 | $1,531+94.9% | $2,812+6.1% | $2,544+17.3% |
| Participant deferral / active EE | $9,417 | $2,617+259.8% | $4,426+112.7% | $4,237+122.3% |
| Admin fee / account holder | $81 | $567-85.7% | $5,425-98.5% | $593-86.4% |