Filed October 18, 2004 (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 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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,016 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $235 |
CHARLES SCHWAB & CO., INC.7+ 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 | $147,113 | $89,904+63.6% | $453,369-67.6% | $86,799+69.5% |
| Participation rate | 88.4% | 75.7%+12.6pp | 78.0%+10.4pp | 72.3%+16.1pp |
| Annual return | 18.09% | 19.72%-1.6pp | 64.40%-46.3pp | 97.91%-79.8pp |
| Employer contribution / active EE | $5,428 | $3,279+65.5% | $4,070+33.4% | $2,405+125.6% |
| Participant deferral / active EE | $8,973 | $5,114+75.5% | $6,209+44.5% | $4,131+117.2% |
| Admin fee / account holder | $124 | $156-20.1% | $11,209-98.9% | $170-26.6% |