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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $203,368 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $213 |
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 | $54,002 | $48,166+12.1% | $96,562-44.1% | $93,030-42.0% |
| Participation rate | 97.3% | 65.1%+32.1pp | 69.8%+27.4pp | 73.9%+23.4pp |
| Annual return | 13.51% | 21.31%-7.8pp | 37.78%-24.3pp | 158.70%-145.2pp |
| Employer contribution / active EE | $2,410 | $1,070+125.3% | $2,356+2.3% | $2,706-10.9% |
| Participant deferral / active EE | $4,696 | $2,576+82.3% | $3,849+22.0% | $4,562+2.9% |
| Admin fee / account holder | $62 | $110-44.0% | $6,181-99.0% | $152-59.3% |