Filed January 3, 2011 (most recent of 3 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $233,972 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $7,162 |
CHARLES SCHWAB & CO., INC.5+ 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 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 | $37,660 | $40,113-6.1% | $84,015-55.2% | $77,787-51.6% |
| Participation rate | 97.4% | 62.8%+34.6pp | 69.0%+28.4pp | 73.2%+24.2pp |
| Annual return | 20.20% | 23.27%-3.1pp | 71.31%-51.1pp | 32.57%-12.4pp |
| Employer contribution / active EE | $1,621 | $847+91.3% | $1,983-18.3% | $2,504-35.3% |
| Participant deferral / active EE | $3,074 | $2,030+51.4% | $3,239-5.1% | $3,967-22.5% |
| Admin fee / account holder | $61 | $92-33.1% | $6,101-99.0% | $100-38.8% |