Filed August 23, 2005
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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $144,079 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $3,598 |
CHARLES SCHWAB & CO., INC.2 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 | $170,799 | $131,153+30.2% | $101,326+68.6% | $102,872+66.0% |
| Participation rate | 97.8% | 80.8%+17.0pp | 81.5%+16.3pp | 73.0%+24.7pp |
| Annual return | 20.23% | 23.05%-2.8pp | 36.82%-16.6pp | 19.06%+1.2pp |
| Employer contribution / active EE | $10,022 | $3,900+157.0% | $3,665+173.4% | $3,526+184.2% |
| Participant deferral / active EE | $22,130 | $10,801+104.9% | $7,994+176.8% | $5,535+299.8% |
| Admin fee / account holder | $67 | $140-52.1% | $11,185-99.4% | $292-77.1% |