Filed November 17, 2015 (most recent of 2 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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,970 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,684 | $37,196+111.5% | $154,107-48.9% | $55,725+41.2% |
| Participation rate | 97.3% | 64.1%+33.2pp | 83.0%+14.3pp | 70.9%+26.5pp |
| Annual return | 0.65% | 1319.68%-1319.0pp | 735.12%-734.5pp | 244.93%-244.3pp |
| Employer contribution / active EE | $3,001 | $1,614+85.9% | $5,298-43.4% | $2,078+44.4% |
| Participant deferral / active EE | $7,263 | $2,068+251.2% | $5,081+43.0% | $3,356+116.5% |
| Admin fee / account holder | $13 | $102-86.9% | $13,411-99.9% | $115-88.4% |