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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $210,580 |
Service code 26 · EIN 20-2368993 | Advisory (Participants) | $10,714 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $615 |
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 | $65,694 | $48,698+34.9% | $93,606-29.8% | $199,593-67.1% |
| Participation rate | 97.1% | 63.5%+33.6pp | 68.7%+28.4pp | 72.0%+25.1pp |
| Annual return | 12.47% | 15.34%-2.9pp | 133.20%-120.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,513 | $1,135+121.4% | $2,420+3.8% | $3,034-17.2% |
| Participant deferral / active EE | $4,911 | $2,817+74.3% | $4,411+11.3% | $5,087-3.5% |
| Admin fee / account holder | $70 | $195-63.9% | $8,285-99.1% | $269-73.8% |