Filed October 18, 2004
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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $206,563 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,147 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,608 | $140,190-75.3% | $115,756-70.1% | $77,904-55.6% |
| Participation rate | 92.6% | 81.0%+11.5pp | 77.1%+15.5pp | 73.7%+18.9pp |
| Annual return | -13.22% | -13.46%+0.2pp | 143.14%-156.4pp | 12.21%-25.4pp |
| Employer contribution / active EE | $1,643 | $3,169-48.2% | $3,793-56.7% | $2,848-42.3% |
| Participant deferral / active EE | $4,497 | $5,401-16.7% | $6,254-28.1% | $4,806-6.4% |
| Admin fee / account holder | $75 | $138-45.5% | $8,124-99.1% | $133-43.1% |