Filed December 27, 2013 (most recent of 5 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 9-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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,199 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,616 | $2,679,533-97.6% | $164,813-61.4% | $199,593-68.1% |
| Participation rate | 83.1% | 78.3%+4.8pp | 78.6%+4.5pp | 72.0%+11.1pp |
| Annual return | 304.32% | 17.93%+286.4pp | 69.93%+234.4pp | 34.25%+270.1pp |
| Employer contribution / active EE | $883 | $2,970-70.3% | $4,341-79.7% | $3,034-70.9% |
| Participant deferral / active EE | $4,450 | $5,010-11.2% | $6,031-26.2% | $5,087-12.5% |
| Admin fee / account holder | $30 | $1,982-98.5% | $12,690-99.8% | $269-88.9% |