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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,546 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $171 |
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 | $141,245 | $56,485+150.1% | $185,823-24.0% | $86,799+62.7% |
| Participation rate | 98.6% | 65.5%+33.1pp | 81.7%+16.9pp | 72.3%+26.3pp |
| Annual return | 12.71% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.2pp |
| Employer contribution / active EE | $3,598 | $1,843+95.3% | $5,167-30.4% | $2,405+49.6% |
| Participant deferral / active EE | $9,335 | $2,553+265.6% | $5,568+67.7% | $4,131+126.0% |
| Admin fee / account holder | $13 | $150-91.3% | $16,237-99.9% | $170-92.4% |