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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $216,040 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $324 |
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 | $42,028 | $136,853-69.3% | $130,231-67.7% | $80,160-47.6% |
| Participation rate | 92.4% | 81.6%+10.8pp | 76.3%+16.2pp | 72.9%+19.5pp |
| Annual return | 20.09% | 22.66%-2.6pp | 38.77%-18.7pp | 40.38%-20.3pp |
| Employer contribution / active EE | $1,944 | $3,395-42.7% | $4,126-52.9% | $2,978-34.7% |
| Participant deferral / active EE | $5,235 | $5,856-10.6% | $6,799-23.0% | $5,017+4.3% |
| Admin fee / account holder | $76 | $184-58.9% | $6,020-98.7% | $145-47.8% |