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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,325 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $454 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | 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 | $93,492 | $111,608-16.2% | $177,821-47.4% | $73,409+27.4% |
| Participation rate | 77.7% | 87.9%-10.1pp | 87.7%-10.0pp | 72.2%+5.5pp |
| Annual return | 20.42% | 18.23%+2.2pp | 48.32%-27.9pp | 59.29%-38.9pp |
| Employer contribution / active EE | $2,226 | $3,796-41.4% | $5,918-62.4% | $2,234-0.3% |
| Participant deferral / active EE | $7,035 | $6,199+13.5% | $7,714-8.8% | $3,805+84.9% |
| Admin fee / account holder | $139 | $166-16.0% | $12,427-98.9% | $158-11.9% |